Planning Center, Inc. Incresed Positions in Q3 2024

Planning Center, Inc.

  • $592 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
29.2K
+ 1.02%
$24.29 - $27.25 $709K - $795K
2.88M $77.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
35.1K
+ 1.94%
$25.23 - $27.94 $886K - $981K
1.85M $51.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
40.1K
+ 2.03%
$47.0 - $47.84 $1.88M - $1.92M
2.01M $96.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11.2K
+ 1.44%
$38.51 - $41.69 $430K - $465K
784K $32.7M
DFIV
Dimensional ETF Tr

ETFs
10.6K
+ 1.22%
$34.66 - $38.38 $367K - $406K
881K $33.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.67K
+ 1.72%
$51.0 - $57.07 $391K - $438K
454K $25.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
5.67K
+ 0.7%
$26.06 - $29.18 $148K - $165K
818K $23.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.48K
+ 0.47%
$59.25 - $65.33 $87.7K - $96.7K
319K $20.7M
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.79K
+ 0.78%
$40.69 - $42.46 $236K - $246K
744K $31.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.13K
+ 0.69%
$24.06 - $26.97 $75.3K - $84.4K
454K $12.2M
AAPL
Apple Inc.

Technology
66
+ 0.18%
$207.23 - $234.82 $13.7K - $15.5K
35.8K $8.34M
ORCL
Oracle Corp

Technology
2.71K
+ 47.87%
$125.9 - $170.35 $341K - $461K
8.36K $1.42M
CAT
Caterpillar Inc

Industrials
50
+ 3.42%
$316.8 - $391.12 $15.8K - $19.6K
1.51K $591K
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.16%
$72.51 - $98.6 $508 - $690
4.49K $438K
JPM
Jpmorgan Chase & CO

Financial Services
210
+ 4.51%
$194.9 - $224.8 $40.9K - $47.2K
4.86K $1.03M
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 1.96%
$520.18 - $576.82 $20.8K - $23.1K
2.08K $1.2M
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 1.33%
$416.14 - $494.01 $6.66K - $7.9K
1.22K $597K
KO
Coca Cola CO

Consumer Defensive
17
+ 0.27%
$62.69 - $73.01 $1.07K - $1.24K
6.35K $456K
UNP
Union Pacific Corp

Industrials
8
+ 0.41%
$221.78 - $256.09 $1.77K - $2.05K
1.96K $483K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.08%
$145.48 - $167.38 $291 - $335
2.42K $392K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
48
+ 11.62%
$475.2 - $527.7 $22.8K - $25.3K
461 $243K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.05%
$92.63 - $105.69 $371 - $423
8.76K $912K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.47%
$453.41 - $572.44 $907 - $1.14K
427 $244K
SCHX
Schwab Strategic Tr Us Large C

ETFs
145
+ 2.9%
$61.11 - $67.85 $8.86K - $9.84K
5.15K $349K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.04%
$59.93 - $66.52 $180 - $200
7.36K $489K
V
Visa Inc.

Financial Services
13
+ 0.75%
$253.74 - $291.56 $3.3K - $3.79K
1.76K $482K
Dimensional ETF Trust
81.8K
+ 3.42%
N/A
2.47M $0
DFSE
Dimensional ETF Tr Dimen Emrgn
255
+ 0.58%
N/A
44.1K $0
DFSI
Dimensional ETF Tr Dimen Intl
385
+ 0.19%
N/A
202K $0
Dimensional ETF Trust
9.25K
+ 0.81%
N/A
1.16M $0
NVDA
Nvidia Corp

Technology
28
+ 0.42%
$98.91 - $134.91 $2.77K - $3.78K
6.64K $806K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.07%
$148.65 - $191.18 $149 - $191
1.39K $230K
MSFT
Microsoft Corp

Technology
18
+ 0.41%
$395.15 - $467.56 $7.11K - $8.42K
4.4K $1.89M
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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