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Sandy Spring Ban shares owned by Planning Solutions Group

Quarter-by-quarter ownership of Sandy Spring Ban (SASR) shares owned by Planning Solutions Group from 13F filings

Historical chart of Planning Solutions Group investment in Sandy Spring Ban

Tip: Access up to 7 years of quarterly data

All positions including Sandy Spring Ban held by Planning Solutions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sandy Spring Ban by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $725k 21k 34.89

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iShares S&P 500 Index (IVV)
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Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding Sandy Spring Ban

BlackRock
Vanguard Group
Dimensional Fund Advisors
North Reef Capital Management
Geode Capital Management
Massachusetts Financial Services
T. Rowe Price Investment Management
American Century Companies
Systematic Financial Management
Charles Schwab Investment Management
Northern Trust
AQR Capital Management
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation

View all funds holding Sandy Spring Ban