Center For Financial Planning, Inc. Purchases in Q4 2024

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
9
+ 0.64%
$43.4 - $46.7 $391 - $420
1.42K $61K
EEM
Ishares Msci Emerging Markets

ETFs
7
+ 1.07%
$41.82 - $47.36 $293 - $332
663 $27K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.89K
+ 4.44%
$46.33 - $48.6 $87.6K - $91.9K
44.4K $2.06M
AOR
Ishares Tr Core Growth Allocat

ETFs
50
+ 1.51%
$57.32 - $59.66 $2.87K - $2.98K
3.37K $193K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
807
+ 90.98%
$18.41 - $40.87 $14.9K - $33K
1.69K $31K
PEG
Public Service Enterprise Group Inc

Utilities
120
+ 3.0%
$81.87 - $94.51 $9.82K - $11.3K
4.13K $348K
RTX
Raytheon Technologies Corp

Industrials
60
+ 2.02%
$114.45 - $127.21 $6.87K - $7.63K
3.03K $350K
QCOM
Qualcomm Inc

Technology
24
+ 3.02%
$150.4 - $178.04 $3.61K - $4.27K
820 $125K
CARR
Carrier Global Corp

Industrials
55
+ 4.25%
$66.69 - $82.65 $3.67K - $4.55K
1.35K $92K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.17%
$285.5 - $335.62 $857 - $1.01K
1.74K $504K
TT
Trane Technologies PLC

Industrials
34
+ 1.63%
$369.35 - $419.14 $12.6K - $14.3K
2.12K $783K
DHR
Danaher Corp

Healthcare
424
+ 15.35%
$226.16 - $274.52 $95.9K - $116K
3.19K $731K
LLY
Eli Lilly & CO

Healthcare
42
+ 5.44%
$727.2 - $932.06 $30.5K - $39.1K
814 $628K
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.52%
$385.02 - $431.37 $9.24K - $10.4K
4.65K $1.81M
UNH
Unitedhealth Group Inc

Healthcare
18
+ 1.62%
$485.52 - $625.25 $8.74K - $11.3K
1.13K $572K
AMD
Advanced Micro Devices Inc

Technology
22
+ 0.72%
$118.88 - $172.8 $2.62K - $3.8K
3.07K $370K
MSFT
Microsoft Corp

Technology
227
+ 0.76%
$406.35 - $454.46 $92.2K - $103K
29.9K $12.6M
MRK
Merck & Co., Inc.

Healthcare
125
+ 0.85%
$96.31 - $114.76 $12K - $14.3K
14.8K $1.47M
CL
Colgate Palmolive CO

Consumer Defensive
100
+ 0.46%
$90.22 - $102.31 $9.02K - $10.2K
21.6K $1.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.3K
+ 2.83%
$44.04 - $49.49 $673K - $756K
554K $24.4M
IEFA
Ishares Tr

ETFs
29.2K
+ 2.82%
$70.06 - $77.43 $2.05M - $2.26M
1.07M $75M
Activity Summary
Buys All Purchases 222 New Holdings 123 Increased Positions 99 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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