Planning Center, Inc. Purchases and Sells in Q3 2024

Planning Center, Inc.

$592 Million
Q3 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	29.2K + 1.02%	$24.29 - $27.25 $709K - $795K	2.88M $77.7M
DIHP	35.1K + 1.94%	$25.23 - $27.94 $886K - $981K	1.85M $51.2M
DFSD	40.1K + 2.03%	$47.0 - $47.84 $1.88M - $1.92M	2.01M $96.1M
DFUV	11.2K + 1.44%	$38.51 - $41.69 $430K - $465K	784K $32.7M
DFIV	10.6K + 1.22%	$34.66 - $38.38 $367K - $406K	881K $33.6M
DFAT	7.67K + 1.72%	$51.0 - $57.07 $391K - $438K	454K $25.2M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WEC	2.41K New	$77.68 - $96.19 $187K - $232K	2.41K $231K
SCHF	5.22K New	$36.98 - $41.55 $193K - $217K	5.22K $214K
GLD	857 New	$215.56 - $246.98 $185K - $212K	857 $208K
IXUS	2.83K New	$64.9 - $73.35 $183K - $207K	2.83K $205K
COST	231 New	$801.83 - $917.05 $185K - $212K	231 $204K
PEP	1.2K New	$161.9 - $179.3 $194K - $215K	1.2K $204K

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-1.78K - 60.92%	$488.01 - $604.18 $870K - $1.08M	1.14K $668K
VIG	-68 - 0.64%	$182.15 - $182.15 $12.4K - $12.4K	10.6K $1.93M
DHR	-165 - 10.43%	$239.25 - $280.76 $39.5K - $46.3K	1.42K $393K
DFSU	-1.66K - 0.82%	N/A	202K $0
DIMENSIONAL ETF TRUST	-2.21K - 0.45%	N/A	490K $0
IVE	-107 - 4.55%	$181.06 - $197.17 $19.4K - $21.1K	2.25K $442K

Activity Summary All Purchases 43 New Holdings 9 Increased Positions 34 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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