Quantum Financial Planning Services, Inc. Purchases and Sells in Q2 2025

Quantum Financial Planning Services, Inc.

  • $212 Billion
  • Q2 2025

Top Buys

Incresed Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
269K
+ 363.98%
N/A
343K $26.6B
5.22K
+ 4.23%
$329.49 - $438.4 $1.72M - $2.29M
129K $56.4B
CAPITAL GROUP CORE BALANCED
227K
+ 2113.77%
N/A
238K $7.95B
20.3K
+ 4.57%
$58.41 - $72.69 $1.19M - $1.48M
465K $33.8B
16.4K
+ 31.68%
$44.8 - $53.97 $735K - $886K
68.2K $3.68B
4.13K
+ 81.65%
$48.13 - $49.85 $199K - $206K
9.2K $451M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
114K
New
$31.93 - $39.49 $3.65M - $4.51M
114K $4.51B
VANGUARD WELLINGTON FD
5.08K
New
N/A
5.08K $513M
6.2K
New
$78.71 - $100.37 $488K - $622K
6.2K $506M
8K
New
$46.68 - $53.89 $373K - $431K
8K $412M
FIDELITY COVINGTON TRUST
9.88K
New
N/A
9.88K $329M
10K
New
$28.95 - $34.22 $290K - $342K
10K $310M
View all

Top Sells

Reduced Positions

14 operations
Stock Shares change Price Range Shares Held Trade History
-291K
- 89.9%
$72.02 - $73.82 $20.9M - $21.4M
32.6K $2.4B
-11.9K
- 1.59%
$77.94 - $79.5 $925K - $944K
734K $58.4B
-1.22K
- 15.12%
$172.42 - $223.89 $211K - $274K
6.86K $1.41B
-6.31K
- 42.45%
$55.54 - $69.09 $351K - $436K
8.56K $591M
-251
- 10.45%
$908.13 - $1056.85 $228K - $265K
2.15K $2.13B
-797
- 17.02%
$99.93 - $119.04 $79.6K - $94.9K
3.89K $419M
View all
Activity Summary
Buys All Purchases 27 New Holdings 12 Increased Positions 15 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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