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  Name: Divergent Planning LLC
  City: BETHESDA
  State: MD
  Zip: 20817
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $236,690,000
  Total Value Change : $29,611,000
  Securities Held Change : 2
   
All Securities Held : 28
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 12
  Unchanged Positions : 6
  Decreased Positions : 5

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Holdings Found : 3     View All Holdings Currently Viewing:  Closed 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
   (CVX)1 Year Chart         CVX Chevron Corp 31 Closed $165.82 $0 0 0% -247,000 -1,655 0    Integrated Oil & Gas
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 30 Closed $157.07 $0 0 0% -771,000 -4,554 0    Oil & Gas Equipment &...
   (NVTA)1 Year Chart         NVTA Invitae Corp 29 Closed $0.00 $0 0 0% -71,000 -115,386 0    N/A

      3 Records Found
  1    
Page 1 of 1
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