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Key shares owned by Planned Solutions

Quarter-by-quarter ownership of Key (KEY) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Key

Tip: Access up to 7 years of quarterly data

All positions including Key held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Key by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $92k 5.5k 16.75
2023-12-31 $79k 5.5k 14.40
2020-12-31 $88k 5.3k 16.46
2020-09-30 $57k 4.8k 11.88

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Qqq Trust Series I Etf (QQQ)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Illinois Tool Wks Stock (ITW)
Elastic N V Ord Stock (ESTC)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)

View all positions for Planned Solutions

Top funds holding Key

Vanguard Group
BlackRock
State Street Corporation
FMR
T. Rowe Price Associates
Charles Schwab Investment Management
Hanna Zanoni
Geode Capital Management
Diamond Hill Capital Management
Invesco
Morgan Stanley
Millennium Management
Northern Trust
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Key