Partners In Financial Planning Purchases and Sells in Q3 2025

Partners In Financial Planning

  • $578 Billion
  • Q3 2025

Top Buys

Incresed Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
65.6K
+ 7.29%
$72.57 - $74.72 $4.76M - $4.9M
966K $71.8B
926
+ 0.31%
$175.51 - $186.57 $163K - $173K
301K $56.2B
55.9K
+ 5.48%
$49.0 - $49.51 $2.74M - $2.77M
1.08M $53.2B
5.51K
+ 259.2%
$145.57 - $161.83 $802K - $891K
7.63K $1.19B
8.58K
+ 10.68%
$81.75 - $84.54 $702K - $726K
88.9K $7.48B
8.3K
+ 1.85%
$78.11 - $79.07 $648K - $656K
457K $36.1B
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
3.63K
New
$51.6 - $82.03 $187K - $298K
3.63K $298M
VANGUARD INSTL INDEX FD
3.55K
New
N/A
3.55K $269M
280
New
$774.14 - $975.23 $217K - $273K
280 $267M
3.4K
New
$57.75 - $67.68 $196K - $230K
3.4K $225M
3.56K
New
$60.9 - $70.75 $217K - $252K
3.56K $222M
6.23K
New
$31.23 - $36.56 $194K - $228K
6.23K $220M
View all

Top Sells

Reduced Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
-13.1K
- 5.51%
$48.5 - $50.19 $637K - $659K
225K $11.3B
-346
- 11.0%
$120.51 - $136.62 $41.7K - $47.3K
2.8K $375M
-235
- 3.83%
$211.65 - $238.24 $49.7K - $56K
5.9K $1.29B
-346
- 23.75%
$264.74 - $369.57 $91.6K - $128K
1.11K $367M
-2.44K
- 8.99%
$29.25 - $31.56 $71.4K - $77.1K
24.7K $776M
-11
- 0.87%
$157.1 - $178.94 $1.73K - $1.97K
1.26K $223M
View all
Activity Summary
Buys All Purchases 55 New Holdings 9 Increased Positions 46 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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