Obsidian Personal Planning Solutions LLC Purchases in Q3 2024

Obsidian Personal Planning Solutions LLC

  • $202 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
447K
+ 161.56%
$32.36 - $33.78 $14.5M - $15.1M
723K $24.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
160K
+ 222.1%
$77.02 - $85.06 $12.3M - $13.6M
232K $19.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
51.4K
New
$81.1 - $89.18 $4.17M - $4.58M
51.4K $4.51M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
62.6K
New
$50.15 - $51.27 $3.14M - $3.21M
62.6K $3.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.4K
+ 10.39%
$105.53 - $118.34 $1.2M - $1.35M
121K $14.1M
VTV
Vanguard Value ETF

ETFs
6.25K
+ 7.29%
$159.75 - $174.57 $999K - $1.09M
92K $16.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
24.6K
+ 16.78%
$44.9 - $47.55 $1.1M - $1.17M
171K $8.08M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23K
+ 11.26%
$33.74 - $37.96 $776K - $873K
227K $8.53M
EFG
Msci Eafe Growth ETF

ETFs
9.23K
+ 16.31%
$96.84 - $108.77 $894K - $1M
65.8K $7.09M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
9.72K
+ 8.78%
$54.31 - $61.04 $528K - $594K
120K $7.35M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.22K
+ 10.2%
$139.03 - $157.34 $447K - $506K
34.8K $5.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11.6K
+ 12.92%
$52.1 - $59.66 $605K - $693K
101K $6.01M
CGGR
Capital Group Growth ETF Shs C

ETFs
15.9K
+ 8.66%
$30.71 - $34.79 $487K - $552K
199K $6.93M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.9K
+ 12.33%
$50.63 - $51.11 $756K - $763K
136K $6.95M
SPYG
Spdr Portfolio

ETFs
5.67K
+ 6.63%
$73.38 - $84.1 $416K - $477K
91.2K $7.57M
PRF
Invesco Exchange Traded Fd Tr

ETFs
8.34K
+ 7.2%
$37.33 - $40.63 $311K - $339K
124K $5.05M
XLB
Select Sector Spdr Fd Material

ETFs
3.32K
+ 9.99%
$86.95 - $97.09 $289K - $323K
36.6K $3.53M
MEAR
Blackrock Short Maturity Munic

ETFs
6.73K
+ 12.01%
$49.99 - $50.34 $337K - $339K
62.8K $3.16M
SHW
Sherwin Williams CO

Basic Materials
631
New
$294.65 - $384.0 $186K - $242K
631 $240K
PGR
Progressive Corp

Financial Services
883
New
$209.46 - $259.24 $185K - $229K
883 $224K
DE
Deere & CO

Industrials
532
New
$344.84 - $418.0 $183K - $222K
532 $222K
TMUS
T Mobile Us, Inc.

Communication Services
1.05K
New
$175.14 - $206.36 $184K - $217K
1.05K $217K
LMT
Lockheed Martin Corp

Industrials
366
New
$460.3 - $584.56 $168K - $214K
366 $213K
BK
Bank Of New York Mellon Corp

Financial Services
2.96K
New
$59.54 - $72.17 $176K - $214K
2.96K $212K
MA
Mastercard Inc

Financial Services
430
New
$429.6 - $500.99 $185K - $215K
430 $212K
TJX
Tjx Companies Inc

Consumer Cyclical
1.79K
New
$107.93 - $120.23 $193K - $215K
1.79K $209K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.6K
New
$76.94 - $79.54 $200K - $207K
2.6K $206K
AON
Aon PLC

Financial Services
555
New
$293.16 - $351.06 $163K - $195K
555 $192K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
142
+ 22.68%
$475.2 - $527.7 $67.5K - $74.9K
768 $405K
AFL
Aflac Inc

Financial Services
2
+ 0.07%
$88.52 - $111.8 $177 - $224
2.85K $318K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.02%
$161.9 - $179.3 $162 - $179
5.59K $950K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.25%
$237.84 - $263.83 $714 - $791
1.21K $319K
CSX
Csx Corp

Industrials
450
+ 6.03%
$32.48 - $35.45 $14.6K - $16K
7.91K $273K
VZ
Verizon Communications Inc

Communication Services
25
+ 0.41%
$38.89 - $45.0 $972 - $1.13K
6.07K $272K
VBK
Vanguard Small Cap Growth ETF

ETFs
24
+ 2.58%
$240.48 - $267.94 $5.77K - $6.43K
953 $254K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
112
+ 1.67%
$32.7 - $36.14 $3.66K - $4.05K
6.83K $244K
BAC
Bank Of America Corp

Financial Services
85
+ 0.93%
$36.65 - $44.13 $3.12K - $3.75K
9.27K $368K
RTM
Invesco S&P 500 Equal Weight M

ETFs
13.1K
+ 10.51%
N/A
138K $0
AVGO
Broadcom Inc.

Technology
1.15K
+ 820.71%
$136.27 - $1745.86 $157K - $2.01M
1.29K $222K
AMZN
Amazon Com Inc

Consumer Cyclical
97
+ 2.04%
$161.02 - $200.0 $15.6K - $19.4K
4.86K $905K
GOOGL
Alphabet Inc.

Communication Services
135
+ 4.36%
$148.65 - $191.18 $20.1K - $25.8K
3.23K $535K
MSFT
Microsoft Corp

Technology
50
+ 0.95%
$395.15 - $467.56 $19.8K - $23.4K
5.3K $2.28M
Activity Summary
Buys All Purchases 43 New Holdings 12 Increased Positions 31 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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