Retirement Planning Group Purchases and Sells in Q4 2024

Retirement Planning Group

$1.66 Billion
Q4 2024

Top Buys

Incresed Positions

135 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	657K + 69.8%	$44.87 - $46.86 $29.5M - $30.8M	1.6M $71.7M
NFLT	1.09M + 70.58%	$22.43 - $23.09 $24.4M - $25.1M	2.63M $59M
SPGP	146K + 11.5%	$103.6 - $112.52 $15.1M - $16.4M	1.42M $148M
DIVO	398K + 12.2%	$40.26 - $42.88 $16M - $17.1M	3.66M $148M
SCHB	3.99M + 222.51%	$22.01 - $66.82 $87.7M - $266M	5.78M $131M
FSMD	288K + 12.57%	$40.75 - $44.85 $11.7M - $12.9M	2.58M $106M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	36.4K New	$39.5 - $41.38 $1.44M - $1.51M	36.4K $1.46M
DRSK	35.6K New	$27.43 - $28.44 $977K - $1.01M	35.6K $976K
OSCV	20.1K New	$36.89 - $40.88 $740K - $820K	20.1K $742K
ADME	14.1K New	$45.72 - $48.37 $646K - $683K	14.1K $659K
IUSB	8.32K New	$45.07 - $47.1 $375K - $392K	8.32K $376K
BNDX	7.57K New	$48.91 - $50.61 $370K - $383K	7.57K $371K

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-231K - 50.9%	$71.75 - $75.11 $16.6M - $17.3M	223K $16M
XLV	-28.4K - 61.24%	$136.28 - $154.74 $3.88M - $4.4M	18K $2.48M
VOO	-7.83K - 8.94%	$521.84 - $558.82 $4.08M - $4.37M	79.7K $42.9M
BLV	-39.6K - 58.2%	$68.25 - $75.42 $2.71M - $2.99M	28.5K $1.95M
EFA	-32.1K - 45.48%	$75.1 - $82.99 $2.41M - $2.67M	38.5K $2.91M
BOTZ	-88.5K - 60.28%	$31.11 - $34.18 $2.75M - $3.03M	58.3K $1.86M

Activity Summary All Purchases 160 New Holdings 25 Increased Positions 135 All Sells 86 Reductions 86 Sold out 0 Calls 0 Puts 0

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