Retirement Planning Group Sells in Q3 2024

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-671
- 6.9%
$75.47 - $83.18 $50.6K - $55.8K
9.05K $751K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.35K
- 9.74%
$25.45 - $29.53 $34.3K - $39.7K
12.5K $363K
CSHI
Shp ETF Tr Neos Enhanced Incom
-534K
- 40.51%
N/A
785K $0
Cava Group Inc
-7
- 0.08%
N/A
8.79K $0
Canadian Pacific Kansas City
-29
- 0.06%
N/A
47.3K $0
TUSI
Touchstone ETF Tr Ultra Short
-8.12K
- 4.9%
N/A
158K $0
Touchstone ETF Trust
-4.05K
- 7.68%
N/A
48.7K $0
JNJ
Johnson & Johnson

Healthcare
-559
- 9.88%
$145.48 - $167.38 $81.3K - $93.6K
5.1K $826K
CSCO
Cisco Systems, Inc.

Technology
-1.44K
- 10.64%
$44.74 - $53.22 $64.5K - $76.7K
12.1K $644K
ALTO
Alto Ingredients, Inc.

Basic Materials
-100
- 0.68%
$1.35 - $1.77 $135 - $177
14.6K $23K
FVD
First Tr Value Line Divid Inde

ETFs
-929
- 9.91%
$40.45 - $45.49 $37.6K - $42.3K
8.44K $384K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-452
- 4.23%
$52.27 - $60.45 $23.6K - $27.3K
10.2K $605K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-140
- 3.02%
$305.34 - $350.41 $42.7K - $49.1K
4.5K $1.55M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5
- 0.12%
$63.28 - $70.06 $316 - $350
4.32K $302K
V
Visa Inc.

Financial Services
-22
- 1.0%
$253.74 - $291.56 $5.58K - $6.41K
2.19K $600K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-53
- 0.57%
$33.74 - $37.96 $1.79K - $2.01K
9.26K $347K
T
At&T Inc.

Communication Services
-717
- 5.45%
$18.21 - $22.28 $13.1K - $16K
12.4K $273K
SO
Southern CO

Utilities
-395
- 7.4%
$77.0 - $90.52 $30.4K - $35.8K
4.94K $445K
URTH
Ishares Msci World ETF

ETFs
-138
- 1.81%
$140.68 - $156.99 $19.4K - $21.7K
7.49K $1.18M
VB
Vanguard Small Cap ETF

ETFs
-148
- 3.14%
$214.77 - $237.72 $31.8K - $35.2K
4.57K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-92
- 1.04%
$162.64 - $179.3 $15K - $16.5K
8.76K $1.57M
OKE
Oneok Inc

Energy
-515
- 4.63%
$78.62 - $95.27 $40.5K - $49.1K
10.6K $965K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-210
- 0.72%
$92.63 - $105.69 $19.5K - $22.2K
29.1K $3.04M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-868
- 2.16%
$51.29 - $56.57 $44.5K - $49.1K
39.3K $2.22M
BNS
Bank Of Nova Scotia

Financial Services
-170
- 1.29%
$44.71 - $54.78 $7.6K - $9.31K
13K $710K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-316
- 1.36%
$73.43 - $80.37 $23.2K - $25.4K
22.8K $1.84M
GLD
Spdr Gold Trust

ETFs
-1.5K
- 8.68%
$215.56 - $246.98 $324K - $371K
15.8K $3.84M
IIPR
Innovative Industrial Properties Inc

Real Estate
-77
- 0.92%
$107.56 - $136.78 $8.28K - $10.5K
8.28K $1.12M
EVRG
Evergy, Inc.

Utilities
-184
- 0.76%
$52.46 - $62.01 $9.65K - $11.4K
24.2K $1.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-514
- 2.28%
$170.05 - $200.86 $87.4K - $103K
22.1K $4.42M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.21K
- 0.37%
$27.8 - $29.26 $33.6K - $35.3K
329K $9.55M
XLV
Select Sector Spdr Fund Health

ETFs
-140
- 0.3%
$143.3 - $157.24 $20.1K - $22K
46.5K $7.15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-690
- 0.18%
$48.51 - $52.86 $33.5K - $36.5K
379K $20M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-25K
- 2.43%
$101.72 - $112.94 $2.55M - $2.83M
1.01M $114M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-21.9K
- 1.21%
$59.93 - $66.52 $1.31M - $1.45M
1.79M $119M
Activity Summary
Buys All Purchases 144 New Holdings 50 Increased Positions 94 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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