Planned Solutions, Inc. Purchases in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HSBC
Hsbc Holdings PLC

Financial Services
1.93K
New
$40.42 - $45.91 $77.8K - $88.4K
1.93K $86K
ALLY
Ally Financial Inc.

Financial Services
2.38K
New
$32.67 - $45.01 $77.8K - $107K
2.38K $84K
WABC
Westamerica Bancorporation

Financial Services
1.69K
New
$47.62 - $57.4 $80.5K - $97K
1.69K $83K
ESS
Essex Property Trust, Inc.

Real Estate
305
New
$272.82 - $272.82 $83.2K - $83.2K
305 $83K
GLD
Spdr Gold Trust

ETFs
338
New
$215.56 - $246.98 $72.9K - $83.5K
338 $82K
EWBC
East West Bancorp Inc

Financial Services
955
New
$70.41 - $88.25 $67.2K - $84.3K
955 $79K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.13K
New
$63.28 - $70.06 $71.4K - $79.1K
1.13K $79K
CMC
Commercial Metals CO

Basic Materials
1.45K
New
$48.67 - $60.35 $70.6K - $87.5K
1.45K $79K
CALM
Cal Maine Foods Inc

Consumer Defensive
380
+ 10.33%
$61.82 - $74.9 $23.5K - $28.5K
4.06K $303K
IAU
Ishares Gold Trust

ETFs
1.59K
New
$44.06 - $50.5 $70.1K - $80.3K
1.59K $79K
PM
Philip Morris International Inc.

Consumer Defensive
650
New
$101.25 - $127.45 $65.8K - $82.8K
650 $78K
APH
Amphenol Corp

Technology
1.2K
New
$58.39 - $70.41 $70.1K - $84.5K
1.2K $78K
XOM
Exxon Mobil Corp

Energy
605
+ 17.37%
$109.72 - $119.0 $66.4K - $72K
4.09K $479K
VUG
Vanguard Growth ETF

ETFs
204
New
$341.08 - $391.94 $69.6K - $80K
204 $78K
KMI
Kinder Morgan, Inc.

Energy
3.5K
New
$19.72 - $22.22 $69K - $77.7K
3.5K $77K
TROW
Price T Rowe Group Inc

Financial Services
710
New
$101.71 - $120.75 $72.2K - $85.7K
710 $77K
ICF
Ishares Tr

ETFs
1.16K
New
$56.77 - $67.33 $66.1K - $78.4K
1.16K $76K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
647
New
$105.53 - $118.34 $68.3K - $76.6K
647 $75K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
502
+ 8.85%
$96.25 - $101.98 $48.3K - $51.2K
6.18K $625K
AVGO
Broadcom Inc.

Technology
440
New
$136.27 - $1745.86 $60K - $768K
440 $75K
AGCO
Agco Corp

Industrials
770
New
$84.99 - $103.52 $65.4K - $79.7K
770 $75K
SKX
Skechers Usa Inc

Consumer Cyclical
1.13K
New
$59.45 - $70.15 $67.2K - $79.3K
1.13K $75K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.01K
New
$64.35 - $75.71 $65.1K - $76.5K
1.01K $74K
EQR
Equity Residential

Real Estate
1K
New
$67.19 - $78.09 $67.2K - $78.1K
1K $74K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
809
New
$83.76 - $91.82 $67.8K - $74.3K
809 $73K
EXC
Exelon Corp

Utilities
1.81K
New
$34.24 - $40.55 $62.1K - $73.6K
1.81K $73K
IYG
Ishares Tr

ETFs
1.03K
New
$64.2 - $71.76 $65.9K - $73.6K
1.03K $72K
VICI
Vici Properties Inc.

Real Estate
2.15K
New
$27.64 - $34.08 $59.5K - $73.4K
2.15K $71K
ALL
Allstate Corp

Financial Services
378
New
$158.43 - $192.86 $59.9K - $72.9K
378 $71K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
400
New
$138.85 - $182.81 $55.5K - $73.1K
400 $70K
CBRE
Cbre Group, Inc.

Real Estate
563
New
$85.97 - $124.48 $48.4K - $70.1K
563 $70K
VDC
Vanguard Consumer Staples ETF

ETFs
321
New
$201.77 - $221.32 $64.8K - $71K
321 $70K
CME
Cme Group Inc.

Financial Services
300
New
$193.43 - $220.62 $58K - $66.2K
300 $66K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.06K
New
$28.02 - $32.68 $57.6K - $67.2K
2.06K $66K
MTB
M&T Bank Corp

Financial Services
370
New
$146.49 - $179.85 $54.2K - $66.5K
370 $65K
CF
Cf Industries Holdings, Inc.

Basic Materials
340
+ 11.57%
$69.38 - $85.8 $23.6K - $29.2K
3.28K $281K
CORT
Corcept Therapeutics Inc

Healthcare
1.4K
New
$29.51 - $46.26 $41.3K - $64.8K
1.4K $64K
MRO
Marathon Oil Corp

Energy
2.41K
New
$25.87 - $29.26 $62.5K - $70.6K
2.41K $64K
ABC
Amerisourcebergen Corp

Healthcare
341
New
N/A
341 $63K
BMI
Badger Meter Inc

Technology
290
New
$184.77 - $219.63 $53.6K - $63.7K
290 $63K
ABNB
Airbnb, Inc.

Consumer Cyclical
503
New
$113.01 - $154.34 $56.8K - $77.6K
503 $63K
CMI
Cummins Inc

Industrials
195
New
$266.63 - $326.4 $52K - $63.6K
195 $63K
IJS
Ishares S&P Smallcap 600 Value

ETFs
586
New
$95.81 - $109.03 $56.1K - $63.9K
586 $63K
IBND
Spdr Bloomberg International C

ETFs
2.07K
New
$28.7 - $30.78 $59.5K - $63.8K
2.07K $63K
GPI
Group 1 Automotive Inc

Consumer Cyclical
165
New
$280.92 - $391.73 $46.4K - $64.6K
165 $63K
G
Genpact LTD

Technology
1.61K
New
$30.96 - $39.45 $49.7K - $63.3K
1.61K $62K
LPG
Dorian Lpg Ltd.

Energy
1.82K
New
$33.05 - $43.68 $60K - $79.3K
1.82K $62K
PFE
Pfizer Inc

Healthcare
2.15K
New
$27.7 - $31.39 $59.5K - $67.5K
2.15K $62K
NEE
Nextera Energy Inc

Utilities
732
New
$69.9 - $84.97 $51.2K - $62.2K
732 $61K
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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