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Ufp Industries shares owned by Planned Solutions

Quarter-by-quarter ownership of Ufp Industries (UFPI) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Ufp Industries

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

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Quarterly reported holdings in Ufp Industries by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $92k 700 131.21
2023-12-31 $88k 700 125.55
2020-12-31 $39k 700 55.71

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding Ufp Industries

BlackRock
BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Franklin Resources
T. Rowe Price Investment Management
Northern Trust
Allspring Global Investments Holdings
Invesco
Charles Schwab Investment Management
Victory Capital Management
T. Rowe Price Associates

View all funds holding Ufp Industries