Planning Alternatives LTD Closed Holding Positions

Planning Alternatives LTD

  • $653 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Jul 20, 2022
326,948
$30.84 - $38.22 $10.1M - $12.5M
VRSN
Verisign Inc

Technology
Q1 2022 Filed on Apr 28, 2022
800
$199.43 - $252.11 $160K - $202K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 28, 2022
79,250
$65.63 - $82.62 $5.2M - $6.55M
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
3,498
$53.18 - $63.16 $186K - $221K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2021 Filed on Jan 25, 2022
4,033
$85.5 - $86.18 $345K - $348K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2021 Filed on Jul 15, 2021
15,372
$113.78 - $115.33 $1.75M - $1.77M
RVNC
Revance Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 15, 2021
11,681
$26.8 - $31.84 $313K - $372K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
96,921
$53.9 - $54.6 $5.22M - $5.29M
IEMG
Ishares Inc

ETFs
Q1 2021 Filed on Apr 14, 2021
3,230
$62.41 - $69.46 $202K - $224K
TILT
Flexshares Tr

ETFs
Q4 2020 Filed on Jan 29, 2021
4,727
$120.98 - $144.74 $572K - $684K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 29, 2021
13,930
$36.08 - $43.78 $503K - $610K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2020 Filed on Jan 29, 2021
1,467
$166.99 - $194.64 $245K - $286K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q4 2020 Filed on Jan 29, 2021
15,250
$15.22 - $17.33 $232K - $264K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
Q4 2020 Filed on Jan 29, 2021
5,248
$54.15 - $66.4 $284K - $348K
GM
General Motors CO

Consumer Cyclical
Q3 2020 Filed on Oct 14, 2020
37,901
$23.42 - $32.38 $888K - $1.23M
MTNB
Matinas Bio Pharma Holdings, Inc.

Healthcare
Q3 2020 Filed on Oct 14, 2020
10,000
$0.67 - $0.96 $6.7K - $9.6K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
2,525
$56.33 - $93.75 $142K - $237K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q1 2020 Filed on May 04, 2020
825,211
$57.71 - $60.22 $47.6M - $49.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2020 Filed on May 04, 2020
7,350
$100.87 - $113.18 $741K - $832K
CHY
Calamos Convertible & High Income Fund

Financial Services
Q1 2020 Filed on May 04, 2020
11,500
$6.02 - $12.25 $69.2K - $141K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2020 Filed on May 04, 2020
4,644
$36.75 - $56.64 $171K - $263K
Nuveen Michigan Qlt Mun Inc
Q1 2020 Filed on May 04, 2020
11,651
N/A
DIS
Walt Disney CO

Communication Services
Q3 2019 Filed on Oct 16, 2019
1,738
$129.96 - $146.39 $226K - $254K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2019 Filed on May 06, 2019
24,510
$113.15 - $119.15 $2.77M - $2.92M
MBB
Ishares Tr

ETFs
Q1 2019 Filed on May 06, 2019
6,640
$104.56 - $106.49 $694K - $707K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q1 2019 Filed on May 06, 2019
9,555
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2018 Filed on Feb 07, 2019
17,569
N/A
General Electric CO
Q4 2018 Filed on Feb 07, 2019
12,687
N/A
Dowdupont Inc
Q4 2018 Filed on Feb 07, 2019
3,957
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2018 Filed on Oct 29, 2018
2,180
N/A
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2018 Filed on Oct 29, 2018
4,193
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q2 2018 Filed on Jul 26, 2018
17,232
$10.17 - $10.68 $175K - $184K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2018 Filed on May 01, 2018
3,576
N/A
ADP
Automatic Data Processing Inc

Industrials
Q1 2018 Filed on May 01, 2018
1,883
$108.25 - $123.63 $204K - $233K
Sun Hydraulics Corp
Q1 2018 Filed on May 01, 2018
5,000
N/A
Meredith Corp
Q4 2017 Filed on Feb 02, 2018
12,167
N/A
JNJ
Johnson & Johnson

Healthcare
Q4 2017 Filed on Feb 02, 2018
9,153
$131.22 - $143.62 $1.2M - $1.31M
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