PLANNING DIRECTIONS INC
Position in CFA — VictoryShares US 500 Volatility Wtd ETF
CIK 821103
GLEN MILLS, PA
All Filings in CFA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 CFA | $239,336 | 3,515 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 CFA | $268,113 | 3,772 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 CFA | $295,951 | 4,305 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 CFA | $320,816 | 4,736 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 CFA | $307,461 | 5,043 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 CFA | $347,889 | 5,418 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 CFA | $409,219 | 5,527 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 CFA | $428,255 | 5,514 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 CFA | $400,476 | 5,631 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 CFA | $437,669 | 6,141 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 CFA | $474,937 | 7,077 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 CFA | $526,475 | 8,452 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 CFA | $517,232 | 9,536 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 CFA | $714,362 | 14,143 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||