Pds Planning, Inc Purchases and Sells in Q3 2024

Pds Planning, Inc

$1.1 Billion
Q3 2024

Top Buys

Incresed Positions

251 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	162K + 426.0%	$237.84 - $263.83 $38.4M - $42.6M	199K $52.6M
IVV	28.8K + 26.64%	$520.18 - $576.82 $15M - $16.6M	137K $78.9M
AGG	78.9K + 13.96%	$96.25 - $101.98 $7.6M - $8.05M	644K $65.2M
VEA	75K + 5.01%	$47.6 - $53.31 $3.57M - $4M	1.57M $83M
REET	105K + 8.87%	$23.07 - $27.17 $2.41M - $2.84M	1.28M $34.3M
BNDX	71.7K + 9.81%	$48.42 - $50.35 $3.47M - $3.61M	802K $40.3M

New Holdings

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	509K New	$88.24 - $99.7 $45M - $50.8M	509K $48.9M
DFAC	57.4K New	$31.05 - $34.29 $1.78M - $1.97M	57.4K $1.97M
DGRW	18.6K New	$75.88 - $83.21 $1.41M - $1.55M	18.6K $1.55M
JPIE	16.2K New	$45.17 - $46.39 $733K - $753K	16.2K $752K
XLE	8.5K New	$84.35 - $93.39 $717K - $793K	8.5K $745K
HDB	9.1K New	$58.04 - $66.97 $528K - $609K	9.1K $569K

Top Sells

Reduced Positions

119 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VBR	-275K - 74.06%	$179.99 - $201.6 $49.5M - $55.4M	96.2K $19.3M
IJH	-633K - 73.7%	$57.32 - $62.65 $36.3M - $39.7M	226K $14.1M
VWO	-138K - 12.74%	$41.9 - $48.26 $5.8M - $6.68M	947K $45.3M
JMST	-24.4K - 18.5%	$50.61 - $50.96 $1.24M - $1.24M	107K $5.47M
NVDA	-1.73K - 1.29%	$98.91 - $134.91 $171K - $233K	132K $16.1M
ASML	-184 - 12.15%	$749.82 - $1098.95 $138K - $202K	1.33K $1.11M

Activity Summary All Purchases 303 New Holdings 52 Increased Positions 251 All Sells 119 Reductions 119 Sold out 0 Calls 0 Puts 0

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