Number of Shares
2,801,439
Previous 2,495,610 12.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025

BUY
N/A
305,829 Added 12.25%
2,801,439 $0
Q4 2024

Jan 22, 2025

BUY
N/A
24,926 Added 1.01%
2,495,610 $0
Q3 2024

Nov 12, 2024

BUY
N/A
81,817 Added 3.42%
2,470,684 $0
Q2 2024

Aug 08, 2024

BUY
N/A
2,388,867 New
2,388,867 $0
Track This Portfolio

Track Planning Center, Inc. Portfolio

Follow Planning Center, Inc. and customize your updates to receive the information that matters most to you.

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.