SSG
PLAN

Summit Securities Group’s Anaplan, Inc. PLAN Stock Holding History

Summit Securities Group’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,000
Closed -$781K – 1312
2022
Q1 		$781K Buy
+12,000
New +$585K 0.09% 167

Other funds holding PLAN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return