Planned Solutions’s Ethan Allen Interiors ETD Stock Holding History

Planned Solutions’s Portfolio ETD Stock Details ETD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-860	Closed	-$27.4K	–	268
2024 Q3	$27.4K	Buy	+860	New	+$26K	0.01%	362

Other funds holding ETD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Planned Solutions's ETD Position: Q4 2024 in Review

Planned Solutions sold out of Ethan Allen Interiors (ETD) in Q4 2024, closing a stake of 860 shares — an estimated $27.4K sold.

Planned Solutions first reported a position in ETD in Q3 2024 and held it in 1 quarter. The position peaked at $27.4K in Q3 2024. 214 funds tracked by Wall St. Rank hold ETD as of Q4 2024.

Planned Solutions reported no remaining Ethan Allen Interiors position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 860 Ethan Allen Interiors shares in Q4 2024, an estimated $27.4K.
Planned Solutions first reported a position in Ethan Allen Interiors in Q3 2024 and held it in 1 quarter.
Planned Solutions's Ethan Allen Interiors position peaked at $27.4K in Q3 2024.
214 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.