Planned Solutions, Inc. Purchases and Sells in Q3 2024

Planned Solutions, Inc.

$245 Million
Q3 2024

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDX	2.13K + 0.62%	$65.36 - $71.76 $139K - $153K	345K $24.8M
ITOT	2.59K + 1.8%	$113.41 - $125.62 $294K - $326K	147K $18.4M
AAPL	3.47K + 20.83%	$207.23 - $234.82 $720K - $815K	20.1K $4.69M
VEA	4.38K + 2.21%	$47.6 - $53.31 $209K - $234K	202K $10.7M
BIV	4.07K + 2.64%	$74.26 - $78.84 $302K - $321K	158K $12.4M
JVAL	3.83K + 1.56%	$39.66 - $43.57 $152K - $167K	249K $10.9M

New Holdings

559 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	5.96K New	$100.3 - $100.74 $598K - $601K	5.96K $600K
PSA	947 New	$283.13 - $365.01 $268K - $346K	947 $344K
GILD	3.16K New	$66.59 - $83.99 $210K - $265K	3.16K $264K
TSLA	1K New	$191.76 - $263.26 $192K - $264K	1K $262K
CINF	1.91K New	$115.7 - $138.2 $221K - $264K	1.91K $259K
CB	893 New	$252.51 - $292.2 $225K - $261K	893 $257K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOTI	-15.4K - 40.63%	$30.71 - $35.45 $473K - $546K	22.5K $788K
LLY	-328 - 10.12%	$772.14 - $960.02 $253K - $315K	2.91K $2.58M
INTC	-4.51K - 28.27%	$18.9 - $34.87 $85.2K - $157K	11.4K $268K
SWKS	-955 - 48.23%	$96.22 - $120.68 $91.9K - $115K	1.03K $101K
TIP	-746 - 9.51%	$105.92 - $110.83 $79K - $82.7K	7.1K $784K
MRK	-51 - 1.26%	$111.15 - $128.97 $5.67K - $6.58K	4K $454K

Activity Summary All Purchases 617 New Holdings 559 Increased Positions 58 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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