Planning Alternatives LTD Purchases and Sells in Q2 2024

Planning Alternatives LTD

$618 Million
Q2 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	992 + 1.9%	$165.0 - $216.67 $164K - $215K	53.2K $11.2M
VOO	1.43K + 32.31%	$455.1 - $504.28 $652K - $722K	5.86K $2.93M
XCEM	4.39K + 1.65%	$29.7 - $31.92 $131K - $140K	271K $8.66M
BRK-B	725 + 44.95%	$396.73 - $420.24 $288K - $305K	2.34K $951K
ESGU	700 + 2.67%	$108.69 - $119.84 $76.1K - $83.9K	26.9K $3.21M
LLY	96 + 21.48%	$724.87 - $909.04 $69.6K - $87.3K	543 $491K

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	8.1K New	$70.55 - $72.66 $572K - $589K	8.1K $583K
QQQ	873 New	$414.65 - $485.21 $362K - $424K	873 $418K
CAT	985 New	$321.47 - $379.3 $317K - $374K	985 $328K
DXCM	2.67K New	$110.31 - $140.45 $294K - $375K	2.67K $302K
FIXD	6.84K New	$42.01 - $43.6 $287K - $298K	6.84K $294K
NVDA	1.74K New	$118.11 - $1224.4 $206K - $2.13M	1.74K $214K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEAR	-13.8K - 22.11%	$49.93 - $50.33 $687K - $693K	48.5K $2.44M
SPY	-1.74K - 8.3%	$495.16 - $548.49 $861K - $954K	19.2K $10.5M
SCHF	-2.46K - 0.64%	$37.19 - $39.82 $91.3K - $97.8K	382K $14.7M
SCHX	-9K - 5.46%	$58.7 - $64.78 $528K - $583K	156K $10M
VTV	-117 - 0.23%	$154.57 - $163.65 $18.1K - $19.1K	51.5K $8.27M
SCHD	-178 - 0.76%	$75.81 - $80.15 $13.5K - $14.3K	23.3K $1.81M

Activity Summary All Purchases 32 New Holdings 10 Increased Positions 22 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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