Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 330
  • Current Value $103 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
Track This Portfolio

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.