Planning Alternatives LTD Purchases and Sells in Q3 2024

Planning Alternatives LTD

$653 Million
Q3 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPUS	127 + 0.02%	$108.5 - $119.68 $13.8K - $15.2K	517K $61.9M
IJH	3.83K + 0.33%	$57.32 - $62.65 $219K - $240K	1.18M $73.3M
IJR	1.34K + 0.44%	$105.53 - $118.34 $141K - $158K	306K $35.8M
AAPL	34 + 0.06%	$207.23 - $234.82 $7.05K - $7.98K	53.2K $12.4M
SPY	76 + 0.4%	$517.38 - $573.86 $39.3K - $43.6K	19.3K $11.1M
ESGU	1.28K + 4.74%	$113.45 - $126.18 $145K - $161K	28.2K $3.55M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EAGG	29.1K New	$46.18 - $48.92 $1.34M - $1.42M	29.1K $1.41M
ABBV	1.43K New	$163.84 - $199.33 $233K - $284K	1.43K $281K
IWD	1.37K New	$173.36 - $189.8 $238K - $261K	1.37K $260K
META	377 New	$453.41 - $572.44 $171K - $216K	377 $215K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEAR	-23.6K - 48.73%	$50.09 - $51.31 $1.18M - $1.21M	24.9K $1.27M
VIG	-176 - 0.07%	$182.15 - $182.15 $32.1K - $32.1K	252K $45.9M
F	-2.91K - 6.87%	$9.71 - $14.55 $28.2K - $42.3K	39.5K $416K
CVX	-22 - 1.23%	$137.88 - $161.97 $3.03K - $3.56K	1.76K $259K
PG	-131 - 7.0%	$160.76 - $177.82 $21.1K - $23.3K	1.74K $301K
TXN	-25 - 2.32%	$194.6 - $194.6 $4.87K - $4.87K	1.05K $204K

Activity Summary All Purchases 23 New Holdings 4 Increased Positions 19 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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