Planning Alternatives LTD Purchases and Sells in Q4 2024

Planning Alternatives LTD

$646 Million
Q4 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	101 + 0.19%	$221.69 - $259.02 $22.4K - $26.2K	53.3K $13.4M
IJH	14.4K + 1.23%	$61.68 - $67.87 $889K - $978K	1.19M $74.2M
VIG	3.08K + 1.22%	N/A	255K $46.5M
ESGU	1.53K + 5.42%	$124.61 - $133.96 $190K - $204K	29.7K $3.82M
EAGG	5.27K + 18.09%	$46.33 - $48.6 $244K - $256K	34.4K $1.6M
AMZN	115 + 6.11%	$180.88 - $232.93 $20.8K - $26.8K	2K $438K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.07K New	$280.04 - $302.45 $299K - $323K	1.07K $309K
TSLA	607 New	$213.65 - $479.86 $130K - $291K	607 $245K
V	680 New	$273.87 - $320.91 $186K - $218K	680 $214K
IVW	2.06K New	$94.43 - $105.47 $195K - $218K	2.06K $209K
ISHARES BITCOIN TRUST ETF	11.6K New	N/A	11.6K $0
LAM RESEARCH CORP	5.85K New	N/A	5.85K $0

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	-8.57K - 31.87%	$117.09 - $123.07 $1M - $1.05M	18.3K $2.15M
COMP	-50K - 30.55%	$5.4 - $7.33 $270K - $367K	114K $664K
SPY	-810 - 4.2%	$567.81 - $607.81 $460K - $492K	18.5K $10.8M
MSFT	-335 - 6.14%	$406.35 - $454.46 $136K - $152K	5.12K $2.16M
IEFA	-491 - 6.03%	$70.06 - $77.43 $34.4K - $38K	7.65K $537K
ABBV	-225 - 15.79%	$164.99 - $203.87 $37.1K - $45.9K	1.2K $213K

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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