13F Filings History of Planning Solutions Group LLC

Latest 13F report
Q2 2019 - 15 Aug 2019
Value $
$194,265,000
Signature - Title
Ashleigh C. Swayze - Counsel
Location
Fulton, MD
Summary
This page shows a list of all the recent 13F filings made by Planning Solutions Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Planning Solutions Group LLC reported 140 stock holdings with total value $194,265,000 as of Q2 2019. Top holdings included IVV, IEFA, IEMG, SPEM, and VYM.

Notify me when Planning Solutions Group LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2019 140 $194,265,000 +$7,161,156 -$2,603,443 +$4,557,713 IVV, IEFA, IEMG, SPEM, VYM 13F-HR 14 Aug 2019, 18:49
Q1 2019 135 $186,710,000 +$11,298,820 -$5,685,067 +$5,613,753 IVV, IEFA, IEMG, SPEM, VYM 13F-HR 10 May 2019, 12:45
Q4 2018 121 $163,601,000 $0 IVV, IEFA, IEMG, SPEM, AOM 13F-HR 14 Feb 2019, 07:59