Planning Alternatives LTD Vanguard Ftse Emerging Mkts Et Transaction History

Planning Alternatives LTD

$653 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$35.32 - $40.67 $21.1 Million - $24.3 Million	-598,172 Reduced 90.99%	59,247 $0
Q3 2022 Oct 12, 2022	BUY	$36.49 - $42.54 $568,806 - $663,113	15,588 Added 2.43%	657,419 $24 Million
Q2 2022 Jul 20, 2022	BUY	$40.48 - $47.83 $350,718 - $414,399	8,664 Added 1.37%	641,831 $26.7 Million
Q1 2022 Apr 28, 2022	SELL	$42.79 - $51.23 $289,987 - $347,185	-6,777 Reduced 1.06%	633,167 $29.2 Million
Q4 2021 Jan 25, 2022	SELL	$47.81 - $52.33 $217,726 - $238,310	-4,554 Reduced 0.71%	639,944 $31.7 Million
Q3 2021 Oct 19, 2021	SELL	$49.35 - $54.02 $9.12 Million - $9.98 Million	-184,824 Reduced 22.29%	644,498 $32.2 Million
Q2 2021 Jul 15, 2021	BUY	$50.96 - $55.14 $3.68 Million - $3.98 Million	72,163 Added 9.53%	829,322 $45 Million
Q1 2021 Apr 14, 2021	BUY	$50.34 - $56.49 $11 Million - $12.4 Million	218,651 Added 40.6%	757,159 $39.4 Million
Q4 2020 Jan 29, 2021	SELL	$43.14 - $50.24 $5.88 Million - $6.84 Million	-136,198 Reduced 20.19%	538,508 $27 Million
Q3 2020 Oct 14, 2020	BUY	$40.14 - $45.14 $9.68 Million - $10.9 Million	241,043 Added 55.58%	674,706 $29.2 Million
Q2 2020 Jul 24, 2020	SELL	$32.36 - $40.59 $201,376 - $252,591	-6,223 Reduced 1.41%	433,663 $17.2 Million
Q1 2020 May 04, 2020	BUY	$30.46 - $45.91 $1.05 Million - $1.59 Million	34,586 Added 8.53%	439,886 $14.8 Million
Q4 2019 Jan 27, 2020	BUY	$39.79 - $44.7 $1.25 Million - $1.4 Million	31,390 Added 8.4%	405,300 $18 Million
Q3 2019 Oct 16, 2019	BUY	$39.0 - $43.14 $70,083 - $77,522	1,797 Added 0.48%	373,910 $15.1 Million
Q2 2019 Jul 24, 2019	SELL	$39.79 - $44.01 $188,922 - $208,959	-4,748 Reduced 1.26%	372,113 $15.8 Million
Q1 2019 May 06, 2019	SELL	$37.67 - $43.15 $1.38 Million - $1.58 Million	-36,529 Reduced 8.84%	376,861 $16 Million
Q4 2018 Feb 07, 2019	SELL	$36.68 - $41.1 $190,222 - $213,144	-5,186 Reduced 1.24%	413,390 $15.8 Million
Q3 2018 Oct 29, 2018	BUY	$39.98 - $44.11 $722,998 - $797,685	18,084 Added 4.52%	418,576 $17.2 Million
Q2 2018 Jul 26, 2018	BUY	$41.13 - $47.04 $716,525 - $819,483	17,421 Added 4.55%	400,492 $16.9 Million
Q1 2018 May 01, 2018	BUY	$44.96 - $50.98 $2.48 Million - $2.81 Million	55,200 Added 16.84%	383,071 $18 Million
Q4 2017 Feb 02, 2018	BUY	$43.58 - $45.91 $476,547 - $502,025	10,935 Added 3.45%	327,871 $15.1 Million
Q3 2017 Oct 19, 2017	BUY	$43.11 - $45.06 $13.7 Million - $14.3 Million	316,936	316,936 $13.8 Million

Others Institutions Holding VWO

# of Institutions

2,271

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.5 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.94 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.77 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.63 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.14 Billion
0.17% of portfolio

View Full List

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