Planning Center, Inc. Purchases and Sells in Q1 2025

Planning Center, Inc.

$600 Million
Q1 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	218K + 10.64%	$46.74 - $47.55 $10.2M - $10.4M	2.27M $108M
DIHP	76.1K + 4.03%	$25.1 - $27.85 $1.91M - $2.12M	1.97M $53M
DFIP	95.9K + 12.71%	$40.27 - $42.11 $3.86M - $4.04M	850K $35.8M
DFAX	1.56K + 0.05%	$24.45 - $27.2 $38.1K - $42.4K	2.92M $76.4M
DISV	39.6K + 4.81%	$26.09 - $30.21 $1.03M - $1.2M	863K $25.1M
DFIS	20.6K + 4.52%	$23.92 - $26.89 $493K - $554K	477K $12.3M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.86K New	$271.18 - $303.12 $505K - $564K	1.86K $509K
IXUS	4.82K New	$65.06 - $72.31 $314K - $349K	4.82K $336K
RTX	1.86K New	$114.1 - $135.66 $212K - $252K	1.86K $245K
AMGN	689 New	$258.59 - $327.36 $178K - $226K	689 $214K
DFSB	147K New	N/A	147K $0
VANGUARD INSTL INDEX FD	2.85K New	N/A	2.85K $0

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-65 - -0.0%	$32.42 - $36.13 $2.11K - $2.35K	2.02M $66.7M
AAPL	-252 - 0.6%	$209.68 - $247.1 $52.8K - $62.3K	41.5K $9.21M
IVV	-216 - 10.39%	$554.06 - $615.85 $120K - $133K	1.86K $1.05M
IVW	-1.11K - 13.52%	$92.45 - $106.69 $102K - $118K	7.07K $655K
ORCL	-2 - 0.03%	$139.81 - $186.47 $280 - $373	6.08K $849K
HD	-77 - 2.35%	$347.25 - $424.87 $26.7K - $32.7K	3.2K $1.17M

Activity Summary All Purchases 41 New Holdings 6 Increased Positions 35 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Planning Center, Inc. with notifications on news.