Comprehensive Financial Planning, Inc./Pa ROUNDHILL MAGNIFICENT SEVEN ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025
Number of Shares
35,790
Previous 33,190 7.83%
Holding current value
$1.99 Billion
Previous $1.52 Billion 30.43%
% of portfolio
1.56%
Previous 1.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
2,600 Added 7.83%
35,790 $1.99 Billion
Q1 2025

May 09, 2025
BUY
N/A
17,077 Added 105.98%
33,190 $1.52 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
16,113 New
16,113 $877 Million
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