List of top 200 securities held by Planning Strategies Inc.:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2026Q3
Report Date Time: 2026-10-02 10:49:00
Total Holdings: 1,154
Assets Under Management (AUM) :
$168,343,744 ($168.34M)
Reporting Manager: Bryce Brennan
Address:
147 N SHIPPEN ST
LANCASTER, PA 17602
Since : total money flow = , gains and losses =
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