Planned Solutions, Inc. Purchases in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
330
New
$295.44 - $355.81 $97.5K - $117K
330 $116K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.26K
New
$50.25 - $50.74 $114K - $115K
2.26K $114K
HLI
Houlihan Lokey, Inc.

Financial Services
722
New
$134.11 - $161.99 $96.8K - $117K
722 $114K
DVY
Ishares Tr

ETFs
29
+ 0.37%
$119.99 - $135.74 $3.48K - $3.94K
7.76K $1.05M
CPRT
Copart Inc

Consumer Cyclical
2.16K
New
$49.19 - $55.54 $106K - $120K
2.16K $113K
VB
Vanguard Small Cap ETF

ETFs
478
New
$214.77 - $237.72 $103K - $114K
478 $113K
SNY
Sanofi

Healthcare
1.15K
+ 22.69%
$48.54 - $58.53 $55.8K - $67.3K
6.22K $358K
ROP
Roper Technologies Inc

Industrials
203
New
$515.25 - $576.55 $105K - $117K
203 $112K
FFBC
First Financial Bancorp

Financial Services
4.42K
New
$21.7 - $28.09 $95.8K - $124K
4.42K $111K
PEP
Pepsico Inc

Consumer Defensive
649
New
$161.9 - $179.3 $105K - $116K
649 $110K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.54K
New
$64.17 - $70.37 $98.5K - $108K
1.54K $108K
PVH
Pvh Corp.

Consumer Cyclical
1.07K
New
$92.46 - $108.88 $98.5K - $116K
1.07K $107K
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.83K
New
$54.33 - $59.01 $99.2K - $108K
1.83K $106K
EEM
Ishares Msci Emerging Markets

ETFs
2.33K
New
$40.42 - $46.7 $94K - $109K
2.33K $106K
SNPS
Synopsys Inc

Technology
210
New
$463.97 - $621.3 $97.4K - $130K
210 $106K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.12K
New
$92.56 - $99.46 $103K - $111K
1.12K $106K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.56K
New
$61.11 - $67.85 $95K - $106K
1.56K $105K
WY
Weyerhaeuser CO

Real Estate
3.07K
New
$27.05 - $33.84 $82.9K - $104K
3.07K $103K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.98K
New
$49.77 - $51.95 $98.4K - $103K
1.98K $102K
CLF
Cleveland Cliffs Inc.

Basic Materials
8K
New
$10.91 - $16.21 $87.3K - $130K
8K $102K
UE
Urban Edge Properties

Real Estate
4.82K
New
$18.09 - $21.5 $87.1K - $104K
4.82K $102K
FDS
Factset Research Systems Inc

Financial Services
220
New
$397.04 - $469.48 $87.3K - $103K
220 $101K
COF
Capital One Financial Corp

Financial Services
675
New
$131.42 - $153.05 $88.7K - $103K
675 $101K
JNPR
Juniper Networks Inc

Technology
2.6K
New
$36.35 - $39.03 $94.5K - $101K
2.6K $101K
PNC
Pnc Financial Services Group, Inc.

Financial Services
544
New
$156.14 - $187.2 $84.9K - $102K
544 $100K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
9.26K
New
$9.55 - $11.13 $88.4K - $103K
9.26K $100K
JXN
Jackson Financial Inc.

Financial Services
1.1K
New
$69.1 - $91.97 $76K - $101K
1.1K $100K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.87K
New
$51.78 - $52.98 $96.9K - $99.2K
1.87K $99K
FITB
Fifth Third Bancorp

Financial Services
2.3K
New
$36.01 - $43.64 $82.8K - $100K
2.3K $98K
VBK
Vanguard Small Cap Growth ETF

ETFs
365
New
$240.48 - $267.94 $87.8K - $97.8K
365 $97K
WPC
W. P. Carey Inc.

Real Estate
1.54K
New
$54.63 - $63.96 $84.3K - $98.7K
1.54K $96K
ISRG
Intuitive Surgical Inc

Healthcare
195
New
$416.14 - $494.01 $81.1K - $96.3K
195 $95K
PCAR
Paccar Inc

Industrials
965
New
$91.64 - $109.98 $88.4K - $106K
965 $95K
CTSH
Cognizant Technology Solutions Corp

Technology
1.23K
New
$66.89 - $77.87 $82.3K - $95.8K
1.23K $94K
IAK
Ishares Tr

ETFs
731
New
$112.0 - $130.47 $81.9K - $95.4K
731 $94K
MELI
Mercadolibre Inc

Consumer Cyclical
45
New
$1591.44 - $2140.1 $71.6K - $96.3K
45 $92K
RS
Reliance Steel & Aluminum CO

Basic Materials
320
New
$271.23 - $308.75 $86.8K - $98.8K
320 $92K
KEY
Keycorp

Financial Services
5.47K
New
$13.95 - $17.34 $76.2K - $94.8K
5.47K $91K
UFPI
Ufp Industries Inc

Basic Materials
700
New
$107.65 - $135.34 $75.4K - $94.7K
700 $91K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.53K
New
$57.96 - $65.72 $88.7K - $101K
1.53K $91K
MYRG
Myr Group Inc.

Industrials
900
New
$88.59 - $150.09 $79.7K - $135K
900 $91K
HD
Home Depot, Inc.

Consumer Cyclical
225
New
$333.64 - $405.2 $75.1K - $91.2K
225 $91K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
5K
New
$15.81 - $18.96 $79.1K - $94.8K
5K $90K
OC
Owens Corning

Industrials
515
New
$154.02 - $186.38 $79.3K - $96K
515 $90K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
170
New
$475.2 - $527.7 $80.8K - $89.7K
170 $89K
MTG
Mgic Investment Corp

Financial Services
3.4K
New
$21.29 - $25.74 $72.4K - $87.5K
3.4K $87K
EXP
Eagle Materials Inc

Basic Materials
305
New
$212.39 - $292.18 $64.8K - $89.1K
305 $87K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.22K
+ 26.75%
$25.45 - $29.53 $56.4K - $65.5K
10.5K $306K
DDOG
Datadog, Inc.

Technology
750
New
$104.97 - $134.56 $78.7K - $101K
750 $86K
Activity Summary
Buys All Purchases 617 New Holdings 559 Increased Positions 58 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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