Number of Shares
479,783
Previous 464,623 3.26%
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 2024

Apr 22, 2024

BUY
N/A
15,160 Added 3.26%
479,783 $0
Q4 2023

Jan 22, 2024

BUY
N/A
21,136 Added 4.77%
464,623 $0
Q3 2023

Oct 25, 2023

BUY
N/A
30,710 Added 7.44%
443,487 $0
Q2 2023

Jul 20, 2023

BUY
N/A
412,777 New
412,777 $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.