Plan Group Financial, LLC Purchases in Q4 2024

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
26
+ 1.02%
$189.5 - $206.17 $4.93K - $5.36K
2.58K $491K
EIX
Edison International

Utilities
220
+ 5.35%
$77.93 - $88.36 $17.1K - $19.4K
4.33K $345K
MRK
Merck & Co., Inc.

Healthcare
207
+ 8.04%
$96.31 - $114.76 $19.9K - $23.8K
2.78K $276K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
65
+ 0.4%
$19.47 - $20.95 $1.27K - $1.36K
16.2K $316K
HYG
Ishares Tr

ETFs
1.09K
+ 1.69%
$78.09 - $80.04 $85.2K - $87.3K
65.6K $5.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.1K
+ 194.83%
$26.93 - $84.95 $379K - $1.19M
21.3K $581K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.87K
+ 2.1%
$56.06 - $61.35 $217K - $237K
188K $10.6M
VICI
Vici Properties Inc.

Real Estate
2.94K
+ 9.9%
$28.27 - $33.19 $83K - $97.5K
32.6K $952K
HUM
Humana Inc

Healthcare
83
+ 8.88%
$233.89 - $304.18 $19.4K - $25.2K
1.02K $258K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
590
+ 0.86%
$113.92 - $127.38 $67.2K - $75.2K
69.3K $7.98M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
540
+ 5.3%
$26.39 - $35.74 $14.3K - $19.3K
10.7K $287K
AMAT
Applied Materials Inc

Technology
108
+ 4.71%
$161.44 - $213.89 $17.4K - $23.1K
2.4K $390K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.79K
+ 3.14%
$43.84 - $48.76 $122K - $136K
91.6K $4.03M
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.59K
+ 2.16%
$40.31 - $42.43 $104K - $110K
123K $4.97M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.52K
+ 2.1%
$41.17 - $43.34 $104K - $109K
122K $5.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.25K
+ 1.82%
$71.75 - $75.11 $89.8K - $94K
70K $5.03M
EMB
Ishares Tr

ETFs
875
+ 1.54%
$88.94 - $93.46 $77.8K - $81.8K
57.7K $5.14M
LQD
Ishares Iboxx $ Investment Gra

ETFs
905
+ 1.99%
$106.56 - $113.11 $96.4K - $102K
46.3K $4.95M
REZ
Ishares Tr Residential And Mul

ETFs
100
+ 0.2%
$79.04 - $89.77 $7.9K - $8.98K
49.7K $4.02M
DFAE
Dimensional ETF Tr

ETFs
726
+ 0.23%
$25.36 - $28.15 $18.4K - $20.4K
315K $7.99M
DFAI
Dimensional ETF Tr

ETFs
1.39K
+ 0.5%
$29.0 - $31.6 $40.3K - $43.9K
279K $8.13M
Activity Summary
Buys All Purchases 72 New Holdings 4 Increased Positions 68 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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