Retirement Planning Group Purchases and Sells in Q3 2024

Retirement Planning Group

$1.58 Billion
Q3 2024

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	475K + 102.02%	$44.65 - $47.21 $21.2M - $22.4M	941K $44M
NFLT	820K + 113.65%	$22.21 - $23.14 $18.2M - $19M	1.54M $35.5M
FSMD	178K + 8.39%	$37.22 - $41.47 $6.61M - $7.37M	2.29M $95M
DIVO	108K + 3.44%	$37.98 - $41.19 $4.12M - $4.46M	3.26M $134M
IQLT	95.3K + 4.53%	$37.37 - $41.82 $3.56M - $3.99M	2.2M $91.2M
AAPL	22.5K + 22.06%	$207.23 - $234.82 $4.67M - $5.29M	125K $29M

New Holdings

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	70.6K New	$75.32 - $84.37 $5.32M - $5.96M	70.6K $5.91M
BIV	66.2K New	$74.26 - $78.84 $4.91M - $5.22M	66.2K $5.18M
BLV	68.1K New	$69.16 - $76.64 $4.71M - $5.22M	68.1K $5.12M
SPGI	5.74K New	$446.32 - $527.38 $2.56M - $3.03M	5.74K $2.97M
SCZ	40.6K New	$60.13 - $68.17 $2.44M - $2.77M	40.6K $2.75M
IOO	15.3K New	$89.63 - $100.83 $1.37M - $1.54M	15.3K $1.52M

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-425K - 48.37%	$71.45 - $75.64 $30.4M - $32.1M	454K $34.1M
BOTZ	-120K - 45.03%	$27.68 - $32.27 $3.33M - $3.88M	147K $4.72M
JVAL	-57.6K - 43.49%	$39.66 - $43.57 $2.28M - $2.51M	74.8K $3.26M
XAR	-16.7K - 42.11%	$139.03 - $157.34 $2.32M - $2.63M	23K $3.62M
PULS	-31K - 42.83%	$49.47 - $49.8 $1.53M - $1.54M	41.4K $2.06M
SCHZ	-24.5K - 30.2%	$45.2 - $47.87 $1.11M - $1.17M	56.5K $2.69M

Activity Summary All Purchases 144 New Holdings 50 Increased Positions 94 All Sells 86 Reductions 86 Sold out 0 Calls 0 Puts 0

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