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Company Main View
Name:
PLANNING DIRECTIONS INC
City:
GLEN MILLS
State:
PA
Zip:
19342
Achive data
View Filing Period:
Current Quarter
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-06-30
Total Value :
$146,776,000
Total Value Change :
$2,839,000
Securities Held Change :
-5
All Securities Held :
71
New Positions
:
1
Closed Positions
:
6
Increased Positions
:
30
Unchanged Positions
:
6
Decreased Positions
:
34
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Free Registration Required For Full Results
Holdings Found :
1
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
UITB
Victoryshares Usaa Core Int...
20
New
$0.00
$1,491,000
32,411
1.02%
1,491,000
32,411
0.036
N/A
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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