Life Planning Partners’s Eaton ETN Stock Holding History

Life Planning Partners’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-14	Closed	-$3.37K	–	113
2023 Q4	$3.37K	Buy	+14	New	+$3.09K	﹤0.01%	195

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Life Planning Partners's ETN Position: Q1 2024 in Review

Life Planning Partners sold out of Eaton (ETN) in Q1 2024, closing a stake of 14 shares — an estimated $3.37K sold.

Life Planning Partners first reported a position in ETN in Q4 2023 and held it in 1 quarter. The position peaked at $3.37K in Q4 2023. 2,003 funds tracked by Wall St. Rank hold ETN as of Q1 2024.

Life Planning Partners reported no remaining Eaton position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 14 Eaton shares in Q1 2024, an estimated $3.37K.
Life Planning Partners first reported a position in Eaton in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Eaton position peaked at $3.37K in Q4 2023.
2,003 funds tracked by Wall St. Rank held Eaton as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.