Planning Alternatives LTD Incresed Positions in Q3 2024

Planning Alternatives LTD

  • $653 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPUS
Jpmorgan Diversified Return Us

ETFs
127
+ 0.02%
$108.5 - $119.68 $13.8K - $15.2K
517K $61.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.83K
+ 0.33%
$57.32 - $62.65 $219K - $240K
1.18M $73.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.34K
+ 0.44%
$105.53 - $118.34 $141K - $158K
306K $35.8M
AAPL
Apple Inc.

Technology
34
+ 0.06%
$207.23 - $234.82 $7.05K - $7.98K
53.2K $12.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 0.4%
$517.38 - $573.86 $39.3K - $43.6K
19.3K $11.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.28K
+ 4.74%
$113.45 - $126.18 $145K - $161K
28.2K $3.55M
XCEM
Columbia ETF Tr Ii

ETFs
2.64K
+ 0.97%
$30.17 - $33.79 $79.8K - $89.3K
274K $8.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 0.26%
$475.2 - $527.7 $7.13K - $7.92K
5.88K $3.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
755
+ 4.98%
$75.63 - $84.89 $57.1K - $64.1K
15.9K $1.34M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
809
+ 3.96%
$38.03 - $42.06 $30.8K - $34K
21.2K $888K
NVDA
Nvidia Corp

Technology
704
+ 40.46%
$98.91 - $134.91 $69.6K - $95K
2.44K $296K
MORN
Morningstar, Inc.

Financial Services
49
+ 2.22%
$295.85 - $326.31 $14.5K - $16K
2.25K $719K
CAT
Caterpillar Inc

Industrials
2
+ 0.2%
$316.8 - $391.12 $634 - $782
987 $386K
BND
Vanguard Bd Index Fd Inc Total

ETFs
243
+ 3.0%
$71.45 - $75.64 $17.4K - $18.4K
8.35K $626K
AMZN
Amazon Com Inc

Consumer Cyclical
264
+ 16.31%
$161.02 - $200.0 $42.5K - $52.8K
1.88K $350K
HON
Honeywell International Inc

Industrials
70
+ 5.28%
$196.73 - $220.21 $13.8K - $15.4K
1.4K $288K
LLY
Eli Lilly & CO

Healthcare
16
+ 2.95%
$772.14 - $960.02 $12.4K - $15.4K
559 $495K
MSFT
Microsoft Corp

Technology
159
+ 3.0%
$395.15 - $467.56 $62.8K - $74.3K
5.45K $2.35M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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