Treasure Coast Financial Planning Purchases and Sells in Q3 2024

Treasure Coast Financial Planning

18 operations

Stock	Shares change	Price Range	Shares Held
SPTM	2.26K + 0.46%	$63.28 - $70.06 $143K - $159K	492K $34.5M
SPDW	9.57K + 1.87%	$33.74 - $37.96 $323K - $363K	520K $19.5M
TIPX	66.6K + 21.78%	$18.35 - $19.01 $1.22M - $1.27M	373K $7.06M
BOND	5.47K + 6.16%	$90.01 - $95.32 $493K - $522K	94.3K $8.92M
FLEE	6.08K + 2.65%	$28.25 - $31.27 $172K - $190K	236K $7.31M
SPTS	8.75K + 2.39%	$28.75 - $29.46 $252K - $258K	375K $11M

3 operations

Stock	Shares change	Price Range	Shares Held
DGRS	4.08K New	$46.13 - $52.38 $188K - $214K	4.08K $210K
JPM	950 New	$194.9 - $224.8 $185K - $214K	950 $200K
FDD	15.9K New	$11.46 - $12.62 $182K - $200K	15.9K $197K

12 operations

Stock	Shares change	Price Range	Shares Held
SPIP	-42.9K - 41.68%	$25.19 - $26.39 $1.08M - $1.13M	60.1K $1.58M
GTO	-2.11K - 9.96%	$46.22 - $48.77 $97.7K - $103K	19.1K $922K
MSFT	-9 - 0.92%	$395.15 - $467.56 $3.56K - $4.21K	971 $417K
PG	-25 - 1.85%	$160.76 - $177.82 $4.02K - $4.45K	1.33K $229K
XOM	-8 - 0.11%	$109.72 - $119.0 $878 - $952	7.49K $877K
META	-9 - 2.15%	$453.41 - $572.44 $4.08K - $5.15K	410 $234K

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