Planning Alternatives LTD New Holdings in Q2 2024

Planning Alternatives LTD

  • $618 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.1K
New
$70.55 - $72.66 $572K - $589K
8.1K $583K
QQQ
Invesco Qqq Trust, Series 1

ETFs
873
New
$414.65 - $485.21 $362K - $424K
873 $418K
CAT
Caterpillar Inc

Industrials
985
New
$321.47 - $379.3 $317K - $374K
985 $328K
DXCM
Dexcom Inc

Healthcare
2.67K
New
$110.31 - $140.45 $294K - $375K
2.67K $302K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.84K
New
$42.01 - $43.6 $287K - $298K
6.84K $294K
NVDA
Nvidia Corp

Technology
1.74K
New
$118.11 - $1224.4 $206K - $2.13M
1.74K $214K
COST
Costco Wholesale Corp

Consumer Defensive
250
New
$704.88 - $870.75 $176K - $218K
250 $212K
TXN
Texas Instruments Inc

Technology
1.08K
New
$159.68 - $202.54 $172K - $218K
1.08K $209K
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
New
$180.08 - $204.79 $182K - $207K
1.01K $204K
SOUN
Soundhound Ai, Inc.

Technology
32.7K
New
$3.55 - $5.56 $116K - $182K
32.7K $129K
Activity Summary
Buys All Purchases 32 New Holdings 10 Increased Positions 22 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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