Planned Solutions, Inc. Purchases in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.27%
$57.32 - $62.65 $1.66K - $1.82K
10.9K $678K
TEX
Terex Corp

Industrials
800
New
$49.81 - $66.76 $39.8K - $53.4K
800 $42K
IWF
Ishares Russell 1000 Gr ETF

ETFs
112
New
$332.02 - $382.76 $37.2K - $42.9K
112 $42K
SSTK
Shutterstock, Inc.

Communication Services
1.17K
New
$32.5 - $44.22 $37.9K - $51.5K
1.17K $41K
PLD
Prologis, Inc.

Real Estate
331
New
$111.95 - $132.43 $37.1K - $43.8K
331 $41K
PCG
Pg&E Corp

Utilities
2.08K
New
$17.08 - $20.6 $35.5K - $42.8K
2.08K $41K
KEYS
Keysight Technologies, Inc.

Technology
255
New
$119.86 - $158.87 $30.6K - $40.5K
255 $40K
ABT
Abbott Laboratories

Healthcare
150
+ 6.8%
$100.07 - $118.13 $15K - $17.7K
2.36K $268K
PB
Prosperity Bancshares Inc

Financial Services
550
New
$59.22 - $74.29 $32.6K - $40.9K
550 $39K
FSK
Fs Kkr Capital Corp

Financial Services
2K
New
$18.74 - $20.43 $37.5K - $40.9K
2K $39K
SCHO
Schwab Short Term Us Treasury

ETFs
525
+ 3.35%
$47.93 - $49.06 $25.2K - $25.8K
16.2K $794K
PHO
Invesco Exchange Traded Fd Tr

ETFs
553
New
$63.82 - $70.54 $35.3K - $39K
553 $39K
ON
On Semiconductor Corp

Technology
550
New
$66.39 - $78.74 $36.5K - $43.3K
550 $39K
EXPD
Expeditors International Of Washington Inc

Industrials
290
New
$116.1 - $131.42 $33.7K - $38.1K
290 $38K
MOS
Mosaic CO

Basic Materials
1.46K
New
$24.54 - $30.61 $35.7K - $44.5K
1.46K $38K
RIO
Rio Tinto PLC

Basic Materials
290
+ 8.8%
$59.71 - $71.21 $17.3K - $20.7K
3.59K $255K
ENB
Enbridge Inc

Energy
945
New
$35.27 - $41.18 $33.3K - $38.9K
945 $38K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
555
New
$53.53 - $71.86 $29.7K - $39.9K
555 $38K
HBAN
Huntington Bancshares Inc

Financial Services
2.63K
New
$12.84 - $15.15 $33.7K - $39.8K
2.63K $38K
BIIB
Biogen Inc.

Healthcare
200
New
$189.07 - $236.8 $37.8K - $47.4K
200 $38K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
473
New
$76.94 - $79.54 $36.4K - $37.6K
473 $37K
BNDX
Vanguard Total International B

ETFs
718
New
$48.42 - $50.35 $34.8K - $36.2K
718 $36K
USLM
United States Lime & Minerals Inc

Basic Materials
365
New
$69.25 - $395.38 $25.3K - $144K
365 $35K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
878
New
$37.19 - $44.15 $32.7K - $38.8K
878 $35K
MET
Metlife Inc

Financial Services
432
New
$67.96 - $82.48 $29.4K - $35.6K
432 $35K
IEMG
Ishares Inc

ETFs
642
New
$53.64 - $53.64 $34.4K - $34.4K
642 $34K
FDX
Fedex Corp

Industrials
126
New
$254.64 - $313.52 $32.1K - $39.5K
126 $34K
WST
West Pharmaceutical Services Inc

Healthcare
110
New
$277.16 - $333.3 $30.5K - $36.7K
110 $33K
XLI
Industrial Sector Spdr

ETFs
250
New
$120.56 - $135.44 $30.1K - $33.9K
250 $33K
IAT
Ishares Tr

ETFs
711
New
$40.8 - $48.93 $29K - $34.8K
711 $33K
AMGN
Amgen Inc

Healthcare
104
New
$309.38 - $337.38 $32.2K - $35.1K
104 $33K
IXN
Ishares Global Information Tec

ETFs
401
New
$73.0 - $87.81 $29.3K - $35.2K
401 $33K
AXP
American Express CO

Financial Services
124
New
$225.92 - $271.17 $28K - $33.6K
124 $33K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
649
New
$50.63 - $51.11 $32.9K - $33.2K
649 $33K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.05%
$160.76 - $177.82 $322 - $356
3.84K $664K
IEX
Idex Corp

Industrials
150
New
$190.56 - $214.98 $28.6K - $32.2K
150 $32K
ABBV
Abb Vie Inc.

Healthcare
167
New
$163.84 - $199.33 $27.4K - $33.3K
167 $32K
DFS
Discover Financial Services

Financial Services
226
New
$123.41 - $144.72 $27.9K - $32.7K
226 $31K
RPG
Invesco Exchange Traded Fd Tr

ETFs
780
New
$33.68 - $39.31 $26.3K - $30.7K
780 $30K
AFRM
Affirm Holdings, Inc.

Technology
737
New
$24.12 - $44.98 $17.8K - $33.2K
737 $30K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.59K
New
N/A
1.59K $30K
TSBK
Timberland Bancorp Inc

Financial Services
1K
New
$24.85 - $31.72 $24.9K - $31.7K
1K $30K
RSP
Invesco S&P 500 Equal Weight E

ETFs
166
New
$162.83 - $179.16 $27K - $29.7K
166 $29K
MPW
Medical Properties Trust Inc

Real Estate
5.02K
New
$4.03 - $6.38 $20.2K - $32K
5.02K $29K
V
Visa Inc.

Financial Services
32
+ 1.95%
$253.74 - $291.56 $8.12K - $9.33K
1.67K $459K
AKAM
Akamai Technologies Inc

Technology
310
New
N/A
310 $28K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.36K
New
$19.74 - $21.39 $26.7K - $29K
1.36K $28K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
603
New
$44.83 - $47.42 $27K - $28.6K
603 $28K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
860
New
$26.55 - $32.42 $22.8K - $27.9K
860 $27K
Activity Summary
Buys All Purchases 617 New Holdings 559 Increased Positions 58 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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