Switch Point Financial Planning, LLC Purchases and Sells in Q2 2025

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 2025

Top Buys

Incresed Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
9.42K
+ 1.49%
$24.94 - $31.15 $235K - $294K
642K $19.9B
40.5K
+ 283.73%
$22.87 - $28.95 $927K - $1.17M
54.8K $1.59B
30.9K
+ 78.96%
$28.02 - $34.71 $865K - $1.07M
70K $2.42B
20.2K
+ 38.91%
$34.04 - $42.36 $688K - $856K
72.1K $3.05B
1.23K
+ 24.89%
$329.49 - $438.4 $406K - $541K
6.19K $2.71B
1.19K
+ 197.5%
$498.8 - $620.9 $591K - $736K
1.79K $1.11B
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
19.1K
New
$81.38 - $100.82 $1.56M - $1.93M
19.1K $1.93B
1
New
$725400.0 - $809350.0 $725K - $809K
1 $729M
DIMENSIONAL ETF TRUST
11.7K
New
N/A
11.7K $635M
6.42K
New
$52.4 - $64.65 $336K - $415K
6.42K $407M
379
New
$1036.28 - $1430.55 $393K - $542K
379 $401M
3.58K
New
$81.79 - $99.98 $293K - $358K
3.58K $350M
View all

Top Sells

Reduced Positions

8 operations
Stock Shares change Price Range Shares Held Trade History
-4.2K
- 10.95%
$46.77 - $47.89 $196K - $201K
34.1K $1.62B
VANGUARD WELLINGTON FD
-1.29K
- 9.79%
N/A
11.9K $1.2B
-5.59K
- 5.14%
$36.25 - $42.28 $203K - $236K
103K $4.36B
-1.55K
- 4.09%
$48.13 - $49.85 $74.4K - $77.1K
36.2K $1.78B
-1
- 0.03%
$62.83 - $72.45 $62.8 - $72.5
3.48K $234M
-21.6K
- 8.51%
$23.4 - $29.68 $505K - $640K
232K $6.89B
View all
Activity Summary
Buys All Purchases 40 New Holdings 13 Increased Positions 27 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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