Lakeshore Financial Planning, Inc. Purchases and Sells in Q3 2025

Lakeshore Financial Planning, Inc.

  • $269 Billion
  • Q3 2025

Top Buys

Incresed Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
92.3K
+ 14.43%
$49.58 - $49.83 $4.58M - $4.6M
732K $36.5B
392
+ 0.48%
$620.67 - $670.08 $243K - $263K
82.3K $55.1B
DIMENSIONAL ETF TRUST
10K
+ 1.98%
N/A
518K $17B
1.24K
+ 2.32%
$239.12 - $259.95 $297K - $323K
54.9K $14.3B
4.99K
+ 1.19%
$51.37 - $54.25 $256K - $271K
424K $22.8B
761
+ 0.62%
$53.36 - $59.69 $40.6K - $45.4K
124K $7.21B
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
PGIM ETF TR
5.89K
New
N/A
5.89K $299M
626
New
$293.94 - $444.72 $184K - $278K
626 $278M
919
New
$216.09 - $242.18 $199K - $223K
919 $220M
3.13K
New
$64.52 - $74.35 $202K - $232K
3.13K $211M
1.03K
New
$192.76 - $203.86 $198K - $209K
1.03K $209M
1.27K
New
$148.97 - $165.88 $188K - $210K
1.27K $208M
View all

Top Sells

Reduced Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
-387
- 3.42%
$65.67 - $71.67 $25.4K - $27.7K
10.9K $725M
-64
- 9.77%
$695.21 - $791.73 $44.5K - $50.7K
591 $434M
-276
- 6.01%
$60.9 - $70.75 $16.8K - $19.5K
4.32K $270M
-113
- 3.85%
$150.47 - $161.22 $17K - $18.2K
2.82K $434M
-976
- 17.27%
$153.3 - $186.58 $150K - $182K
4.67K $872M
-202
- 9.31%
$103.24 - $106.68 $20.9K - $21.5K
1.97K $209M
View all
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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