Planned Solutions, Inc. Closed Holding Positions

Planned Solutions, Inc.

  • $231 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on Apr 29, 2021
18
$129.36 - $173.99 $2.33K - $3.13K
NTRS
Northern Trust Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
735
$89.19 - $107.02 $65.6K - $78.7K
FANG
Diamondback Energy, Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
774
$48.94 - $85.27 $37.9K - $66K
HYG
Ishares Tr

ETFs
Q1 2021 Filed on Apr 29, 2021
560
$85.73 - $87.78 $48K - $49.2K
VMW
Vmware, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
435
$132.3 - $154.61 $57.6K - $67.3K
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
30
$205.33 - $248.59 $6.16K - $7.46K
MMM
3 M CO

Industrials
Q1 2021 Filed on Apr 29, 2021
400
$165.2 - $195.74 $66.1K - $78.3K
Royal Dutch Shell PLC Spon Adr B
Q1 2021 Filed on Apr 29, 2021
2,000
N/A
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q1 2021 Filed on Apr 29, 2021
2,032
$14.44 - $15.3 $29.3K - $31.1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2021 Filed on Apr 29, 2021
147
$50.34 - $56.49 $7.4K - $8.3K
Diamond Offshore Drilling Inc Com
Q4 2020 Filed on Jan 29, 2021
100
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2020 Filed on Jan 29, 2021
207
$47.75 - $54.6 $9.88K - $11.3K
GWW
W.W. Grainger, Inc.

Industrials
Q4 2020 Filed on Jan 29, 2021
400
$350.02 - $422.86 $140K - $169K
Crh Med Corp Com
Q4 2020 Filed on Jan 29, 2021
100
N/A
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2020 Filed on Jan 29, 2021
215
$103.81 - $108.94 $22.3K - $23.4K
Valaris PLC Shs Class A
Q4 2020 Filed on Jan 29, 2021
25
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Jan 29, 2021
12
N/A
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email