Center For Financial Planning, Inc. Sells in Q3 2024

Center For Financial Planning, Inc.

  • $736 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-968
- 3.16%
$395.15 - $467.56 $383K - $453K
29.7K $12.8M
CSCO
Cisco Systems, Inc.

Technology
-18.5K
- 61.72%
$44.74 - $53.22 $828K - $985K
11.5K $610K
GOOG
Alphabet Inc.

Communication Services
-1.46K
- 6.69%
$149.54 - $192.66 $219K - $282K
20.4K $3.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.19K
- 19.0%
$517.38 - $573.86 $613K - $680K
5.05K $2.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.62K
- 6.44%
$161.02 - $200.0 $261K - $325K
23.6K $4.39M
MCK
Mckesson Corp

Healthcare
-129
- 3.82%
$479.06 - $630.38 $61.8K - $81.3K
3.25K $1.61M
CACC
Credit Acceptance Corp

Financial Services
-500
- 74.63%
$421.5 - $611.11 $211K - $306K
170 $75K
CVX
Chevron Corp

Energy
-607
- 4.48%
$137.88 - $161.97 $83.7K - $98.3K
13K $1.91M
MRK
Merck & Co., Inc.

Healthcare
-483
- 3.19%
$111.15 - $128.97 $53.7K - $62.3K
14.7K $1.67M
CB
Chubb LTD

Financial Services
-995
- 36.41%
$252.51 - $292.2 $251K - $291K
1.74K $501K
F
Ford Motor CO

Consumer Cyclical
-1.22K
- 1.62%
$9.71 - $14.55 $11.8K - $17.7K
73.7K $778K
ADC
Agree Realty Corp

Real Estate
-4.6K
- 30.99%
$61.47 - $76.71 $283K - $353K
10.2K $770K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-4.41K
- 17.48%
$37.33 - $40.63 $164K - $179K
20.8K $845K
EMR
Emerson Electric CO

Industrials
-939
- 12.19%
$98.19 - $118.87 $92.2K - $112K
6.76K $739K
RJF
Raymond James Financial Inc

Financial Services
-657
- 2.74%
$106.39 - $125.13 $69.9K - $82.2K
23.3K $2.86M
WPP
Wpp PLC

Communication Services
-2.49K
- 37.35%
$43.23 - $52.12 $108K - $130K
4.18K $213K
BA
Boeing CO

Industrials
-364
- 42.03%
$152.04 - $190.6 $55.3K - $69.4K
502 $76K
DVN
Devon Energy Corp

Energy
-120
- 1.51%
$37.87 - $48.65 $4.54K - $5.84K
7.84K $306K
TJX
Tjx Companies Inc

Consumer Cyclical
-797
- 23.68%
$107.93 - $120.23 $86K - $95.8K
2.57K $301K
XOM
Exxon Mobil Corp

Energy
-835
- 5.31%
$109.72 - $119.0 $91.6K - $99.4K
14.9K $1.74M
VIG
Vanguard Dividend Appreciation

ETFs
-310
- 41.72%
$182.15 - $182.15 $56.5K - $56.5K
433 $78K
RBLX
Roblox Corp

Communication Services
-4.08K
- 23.01%
$36.18 - $47.64 $148K - $194K
13.6K $603K
ROK
Rockwell Automation, Inc

Industrials
-145
- 14.33%
$248.27 - $294.37 $36K - $42.7K
867 $232K
MPC
Marathon Petroleum Corp

Energy
-10
- 0.25%
$158.61 - $180.75 $1.59K - $1.81K
4.07K $662K
DELL
Dell Technologies Inc.

Technology
-250
- 51.65%
$87.89 - $145.97 $22K - $36.5K
234 $27K
VTV
Vanguard Value ETF

ETFs
-1.1K
- 10.0%
$159.75 - $174.57 $176K - $192K
9.92K $1.73M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-80
- 61.54%
$233.4 - $302.36 $18.7K - $24.2K
50 $13K
AON
Aon PLC

Financial Services
-200
- 23.45%
$293.16 - $351.06 $58.6K - $70.2K
653 $225K
CLX
Clorox CO

Consumer Defensive
-173
- 53.56%
$131.73 - $166.97 $22.8K - $28.9K
150 $24K
DHR
Danaher Corp

Healthcare
-388
- 12.31%
$239.25 - $280.76 $92.8K - $109K
2.76K $768K
ITW
Illinois Tool Works Inc

Industrials
-539
- 11.03%
$233.14 - $263.97 $126K - $142K
4.35K $1.14M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-898
- 7.98%
$112.99 - $126.45 $101K - $114K
10.4K $1.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
-323
- 15.69%
$247.34 - $300.11 $79.9K - $96.9K
1.74K $516K
DIS
Walt Disney CO

Communication Services
-29
- 0.77%
$85.6 - $98.61 $2.48K - $2.86K
3.72K $358K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-67
- 14.16%
$386.81 - $423.12 $25.9K - $28.3K
406 $171K
USRT
Ishares Core U.S. Reit ETF

ETFs
-425
- 25.93%
$53.07 - $62.66 $22.6K - $26.6K
1.21K $74K
CSX
Csx Corp

Industrials
-350
- 50.0%
$32.48 - $35.45 $11.4K - $12.4K
350 $12K
XYL
Xylem Inc.

Industrials
-75
- 30.0%
$126.14 - $141.53 $9.46K - $10.6K
175 $23K
WFC
Wells Fargo & Company

Financial Services
-156
- 67.83%
$51.58 - $60.97 $8.05K - $9.51K
74 $4K
AMGN
Amgen Inc

Healthcare
-52
- 6.48%
$309.38 - $337.38 $16.1K - $17.5K
750 $241K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-195
- 17.27%
$77.02 - $85.06 $15K - $16.6K
934 $78K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-80
- 72.73%
$104.47 - $116.17 $8.36K - $9.29K
30 $3K
SLB
Schlumberger Limited

Energy
-33
- 2.53%
$39.57 - $49.67 $1.31K - $1.64K
1.27K $53K
UNP
Union Pacific Corp

Industrials
-453
- 8.76%
$221.78 - $256.09 $100K - $116K
4.72K $1.16M
NUE
Nucor Corp

Basic Materials
-4
- 0.48%
$137.77 - $166.14 $551 - $665
822 $123K
CVS
Cvs Health Corp

Healthcare
-164
- 8.79%
$55.81 - $63.18 $9.15K - $10.4K
1.7K $106K
KD
Kyndryl Holdings, Inc.

Technology
-111
- 34.05%
$21.78 - $27.63 $2.42K - $3.07K
215 $4K
ENPH
Enphase Energy, Inc.

Technology
-46
- 31.72%
$95.77 - $123.65 $4.41K - $5.69K
99 $11K
PFE
Pfizer Inc

Healthcare
-630
- 3.77%
$27.7 - $31.39 $17.5K - $19.8K
16.1K $465K
Activity Summary
Buys All Purchases 99 New Holdings 33 Increased Positions 66 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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