Planning Directions Inc Incresed Positions in Q3 2024

Planning Directions Inc

  • $164 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
135K
+ 416.25%
$45.71 - $48.29 $6.17M - $6.51M
167K $8.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.3K
+ 5.54%
$77.02 - $85.06 $1.49M - $1.64M
367K $31.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
31.4K
+ 917.81%
$105.53 - $118.34 $3.32M - $3.72M
34.9K $4.08M
VT
Vanguard Total World Stk Index

ETFs
9.8K
+ 34.33%
$107.72 - $119.96 $1.06M - $1.18M
38.3K $4.59M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.01K
+ 11.02%
$54.98 - $59.51 $221K - $239K
40.4K $2.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
169
+ 1.06%
$218.05 - $243.47 $36.9K - $41.1K
16.2K $3.93M
VO
Vanguard Mid Cap ETF

ETFs
109
+ 1.53%
$237.84 - $263.83 $25.9K - $28.8K
7.25K $1.91M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
486
+ 2.23%
$116.79 - $133.54 $56.8K - $64.9K
22.3K $2.94M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.1K
+ 14.32%
$49.7 - $56.11 $154K - $174K
24.8K $1.36M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
2.07K
+ 2.67%
$49.88 - $50.45 $103K - $105K
79.8K $4.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
437
+ 4.52%
$46.9 - $51.96 $20.5K - $22.7K
10.1K $519K
NVDA
Nvidia Corp

Technology
535
+ 5.48%
$98.91 - $134.91 $52.9K - $72.2K
10.3K $1.25M
AXP
American Express CO

Financial Services
1
+ 0.11%
$225.92 - $271.17 $226 - $271
908 $246K
PAVE
Global X Fds Us Infrastructure

ETFs
8
+ 0.1%
$36.39 - $41.16 $291 - $329
7.99K $328K
DE
Deere & CO

Industrials
3
+ 0.41%
$344.84 - $418.0 $1.03K - $1.25K
727 $303K
IYC
Ishares U.S. Consumer Discreti

ETFs
6
+ 0.13%
$76.12 - $88.31 $457 - $530
4.63K $407K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21
+ 0.39%
$57.32 - $62.65 $1.2K - $1.32K
5.42K $338K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.16%
$517.38 - $573.86 $517 - $574
625 $358K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.65%
$117.9 - $128.2 $1.3K - $1.41K
1.72K $219K
IYW
Ishares Dj Us Tech ETF

ETFs
81
+ 4.35%
$133.16 - $158.73 $10.8K - $12.9K
1.95K $294K
WM
Waste Management Inc

Industrials
4
+ 0.39%
$196.96 - $223.45 $788 - $894
1.02K $211K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.11%
$148.65 - $191.18 $297 - $382
1.81K $300K
AMAT
Applied Materials Inc

Technology
98
+ 5.09%
$174.88 - $254.97 $17.1K - $25K
2.02K $408K
Activity Summary
Buys All Purchases 37 New Holdings 13 Increased Positions 24 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Planning Directions Inc Portfolio

Follow Planning Directions 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 Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email