Planned Solutions, Inc. New Holdings in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ASPN
Aspen Aerogels Inc

Industrials
500
New
$18.5 - $31.72 $9.25K - $15.9K
500 $13K
USB
Us Bancorp \De\

Financial Services
300
New
$39.04 - $47.23 $11.7K - $14.2K
300 $13K
FSBC
Five Star Bancorp

Financial Services
440
New
$22.83 - $30.85 $10K - $13.6K
440 $13K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
491
New
$24.51 - $27.14 $12K - $13.3K
491 $13K
AVAV
Aero Vironment Inc

Industrials
67
New
$164.14 - $204.5 $11K - $13.7K
67 $13K
IYR
Ishares Tr

ETFs
124
New
$86.93 - $103.61 $10.8K - $12.8K
124 $12K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
256
New
$44.9 - $47.55 $11.5K - $12.2K
256 $12K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.55K
New
$7.45 - $8.23 $11.5K - $12.7K
1.55K $12K
SHW
Sherwin Williams CO

Basic Materials
33
New
$294.65 - $384.0 $9.72K - $12.7K
33 $12K
NNN
National Retail Properties, Inc.

Real Estate
256
New
$42.12 - $48.79 $10.8K - $12.5K
256 $12K
PPL
Ppl Corp

Utilities
381
New
$27.36 - $33.08 $10.4K - $12.6K
381 $12K
IRM
Iron Mountain Inc

Real Estate
107
New
$89.69 - $119.32 $9.6K - $12.8K
107 $12K
MSM
Msc Industrial Direct CO Inc

Industrials
140
New
$75.8 - $89.13 $10.6K - $12.5K
140 $12K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
298
New
$33.89 - $41.64 $10.1K - $12.4K
298 $11K
AMUB
Ubs Ag

ETFs
659
New
$17.18 - $18.74 $11.3K - $12.3K
659 $11K
TSCO
Tractor Supply CO

Consumer Cyclical
40
New
$251.95 - $290.93 $10.1K - $11.6K
40 $11K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.29K
New
$8.26 - $12.16 $10.7K - $15.7K
1.29K $11K
YUM
Yum Brands Inc

Consumer Cyclical
80
New
$125.95 - $139.96 $10.1K - $11.2K
80 $11K
IYT
Ishares Tr U.S. Transportation

ETFs
166
New
$61.35 - $68.92 $10.2K - $11.4K
166 $11K
XLB
Select Sector Spdr Fd Material

ETFs
105
New
$86.95 - $97.09 $9.13K - $10.2K
105 $10K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
427
New
$23.58 - $25.5 $10.1K - $10.9K
427 $10K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.19K
New
$8.04 - $8.65 $9.53K - $10.3K
1.19K $10K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
100
New
$104.47 - $116.17 $10.4K - $11.6K
100 $10K
SNV
Synovus Financial Corp

Financial Services
229
New
$39.32 - $47.62 $9K - $10.9K
229 $10K
RGNX
Regenxbio Inc.

Healthcare
1K
New
$10.49 - $14.39 $10.5K - $14.4K
1K $10K
CCRD
Core Card Corp

Technology
700
New
$11.73 - $15.88 $8.21K - $11.1K
700 $10K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
234
New
$43.73 - $46.29 $10.2K - $10.8K
234 $10K
CRGY
Crescent Energy CO

Energy
1K
New
$10.19 - $12.5 $10.2K - $12.5K
1K $10K
CSL
Carlisle Companies Inc

Industrials
23
New
$376.5 - $449.34 $8.66K - $10.3K
23 $10K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
78
New
$112.99 - $126.45 $8.81K - $9.86K
78 $9K
SCHP
Schwab Strategic Us Tips ETF

ETFs
176
New
$51.58 - $53.79 $9.08K - $9.47K
176 $9K
GD
General Dynamics Corp

Industrials
33
New
$279.51 - $308.09 $9.22K - $10.2K
33 $9K
PRF
Invesco Exchange Traded Fd Tr

ETFs
235
New
$37.33 - $40.63 $8.77K - $9.55K
235 $9K
HSY
Hershey CO

Consumer Defensive
52
New
$182.45 - $203.25 $9.49K - $10.6K
52 $9K
CNP
Centerpoint Energy Inc

Utilities
330
New
$25.63 - $30.55 $8.46K - $10.1K
330 $9K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
461
New
$17.76 - $20.23 $8.19K - $9.33K
461 $9K
NEM
Newmont Corp

Basic Materials
169
New
$41.65 - $55.85 $7.04K - $9.44K
169 $9K
VO
Vanguard Mid Cap ETF

ETFs
34
New
$237.84 - $263.83 $8.09K - $8.97K
34 $8K
NLOK
Norton Life Lock Inc.

Technology
400
New
N/A
400 $8K
VAL
Valaris LTD

Energy
152
New
$53.76 - $79.98 $8.17K - $12.2K
152 $8K
ZTS
Zoetis Inc.

Healthcare
46
New
$172.58 - $196.48 $7.94K - $9.04K
46 $8K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
390
New
$20.69 - $21.17 $8.07K - $8.26K
390 $8K
TGT
Target Corp

Consumer Defensive
55
New
$133.47 - $159.25 $7.34K - $8.76K
55 $8K
PESI
Perma Fix Environmental Services Inc

Industrials
700
New
$8.08 - $12.76 $5.66K - $8.93K
700 $8K
AAP
Advance Auto Parts Inc

Consumer Cyclical
200
New
$38.53 - $64.44 $7.71K - $12.9K
200 $7K
PRG
Prog Holdings, Inc.

Industrials
145
New
$32.04 - $50.26 $4.65K - $7.29K
145 $7K
BRY
Berry Corp (Bry)

Energy
1.5K
New
$4.85 - $6.96 $7.27K - $10.4K
1.5K $7K
UNP
Union Pacific Corp

Industrials
32
New
$221.78 - $256.09 $7.1K - $8.19K
32 $7K
PFF
Ishares Trust Ishares Pfd And

ETFs
230
New
$31.18 - $33.5 $7.17K - $7.71K
230 $7K
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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