Life Plan Financial, LLC Purchases and Sells in Q4 2024

Life Plan Financial, LLC

$113 Billion
Q4 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMT	5.88K + 96.92%	$79.1 - $95.7 $465K - $563K	11.9K $1.08B
NXPI	2.36K + 110.49%	$207.27 - $255.58 $489K - $603K	4.49K $934M
JNJ	2.98K + 238.43%	$143.34 - $165.86 $427K - $494K	4.23K $611M
AOM	10.7K + 29.15%	$43.44 - $45.05 $466K - $484K	47.6K $2.07B
STZ	1.79K + 152.39%	$219.66 - $257.62 $392K - $460K	2.96K $654M
USB	5.33K + 21.0%	$43.98 - $53.66 $234K - $286K	30.7K $1.47B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDU	110K New	$22.71 - $23.47 $2.49M - $2.57M	110K $2.5B
IBDV	39.7K New	$21.24 - $22.15 $844K - $880K	39.7K $848M
COF	1.24K New	$145.19 - $192.01 $179K - $237K	1.24K $220M
CCI	2.38K New	$89.78 - $119.11 $214K - $284K	2.38K $216M

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDQ	-33.2K - 33.73%	$25.0 - $25.11 $829K - $833K	65.1K $1.63B
IAU	-8.52K - 4.5%	$48.37 - $52.65 $412K - $449K	181K $8.96B
FIS	-5.15K - 49.93%	$80.14 - $90.95 $413K - $469K	5.17K $417M
CVS	-874 - 3.98%	$43.78 - $67.46 $38.3K - $59K	21.1K $946M
BRK-B	-918 - 56.32%	$442.29 - $483.08 $406K - $443K	712 $323M
EFX	-1.02K - 43.07%	$245.03 - $293.5 $249K - $298K	1.34K $343M

Activity Summary All Purchases 41 New Holdings 4 Increased Positions 37 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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