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Catherine Dunnam

@Planned Solutions, Inc.

Latest period2024 - Q4ReportedManaged Assets$247.869MTotal holdings110
Assets growth rate-0.51%Assets growth rate (2-Q avg)10.05%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Planned Solutions, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Planned Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 247.869M in assets, with a quarterly growth rate of -0.51% and a 2-quarter average growth rate of 10.05%. The portfolio is managed by Catherine Dunnam, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVBIshares Large Cap Deep Buffer Etf
Recent Activity
New Position
2.25%
$5.554M
181,864 shares@ $30.55 avg price
RSSTReturn Stacked U.s. Stocks & Managed Futures Etf
Recent Activity
New Position
1.21%
$2.999M
125,480 shares@ $23.9 avg price
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.24%
$588,462
5,324 shares@ $110.54 avg price