Center For Financial Planning, Inc. Closed Holding Positions

Center For Financial Planning, Inc.

  • $781 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Cree Inc
Q4 2021 Filed on Feb 08, 2022
52
N/A
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Feb 08, 2022
15
$74.14 - $83.05 $1.11K - $1.25K
NOV
Nov Inc.

Energy
Q4 2021 Filed on Feb 08, 2022
83
$11.73 - $15.5 $974 - $1.29K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
11
$163.95 - $199.06 $1.8K - $2.19K
CTRA
Coterra Energy Inc.

Energy
Q4 2021 Filed on Feb 08, 2022
1
$19.0 - $22.77 $19 - $22.8
GTHX
G1 Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 08, 2022
101
$10.16 - $16.17 $1.03K - $1.63K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
87
$34.22 - $42.01 $2.98K - $3.65K
Document Sec Sys Inc
Q3 2021 Filed on Oct 27, 2021
1
N/A
NAVB
Navidea Biopharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
9
$1.53 - $1.85 $13.8 - $16.7
MYSZ
My Size, Inc.

Technology
Q3 2021 Filed on Oct 27, 2021
13
$1.11 - $1.53 $14.4 - $19.9
ADMA
Adma Biologics, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
380
$1.13 - $1.65 $429 - $627
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q3 2021 Filed on Oct 27, 2021
2,000
$6.34 - $6.76 $12.7K - $13.5K
Slack Technologies Inc
Q3 2021 Filed on Oct 27, 2021
724
N/A
LAC
Lithium Americas Corp.

Basic Materials
Q3 2021 Filed on Oct 27, 2021
152
$12.75 - $24.53 $1.94K - $3.73K
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2021 Filed on Oct 27, 2021
64
$51.18 - $51.3 $3.28K - $3.28K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q3 2021 Filed on Oct 27, 2021
1,500
$5.11 - $5.35 $7.67K - $8.02K
J
Jacobs Engineering Group Inc

Industrials
Q3 2021 Filed on Oct 27, 2021
160
$126.74 - $139.56 $20.3K - $22.3K
EMF
Templeton Emerging Markets Fund

Financial Services
Q3 2021 Filed on Oct 27, 2021
370
$16.85 - $19.72 $6.23K - $7.3K
NHWK
Night Hawk Biosciences, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
108
$5.9 - $7.44 $637 - $804
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q3 2021 Filed on Oct 27, 2021
1,000
$17.72 - $18.91 $17.7K - $18.9K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 27, 2021
100
$71.67 - $85.51 $7.17K - $8.55K
General Electric CO
Q3 2021 Filed on Oct 27, 2021
4,160
N/A
FV
First Trust Dorsey Wright Focu

ETFs
Q3 2021 Filed on Oct 27, 2021
147
$45.18 - $48.46 $6.64K - $7.12K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
1,000
$4.77 - $10.35 $4.77K - $10.4K
Top Ships Inc
Q3 2021 Filed on Oct 27, 2021
30
N/A
CHEK
Check Cap LTD

Healthcare
Q3 2021 Filed on Oct 27, 2021
32
$0.88 - $1.22 $28.2 - $39
Zynga Inc
Q3 2021 Filed on Oct 27, 2021
190
N/A
XWEL
Xwell Inc Common Stock
Q3 2021 Filed on Oct 27, 2021
5
N/A
EYES
Second Sight Medical Products Inc

Healthcare
Q3 2021 Filed on Oct 27, 2021
38
$3.11 - $4.75 $118 - $181
Greensky Inc
Q3 2021 Filed on Oct 27, 2021
200
N/A
WTRG
Essential Utilities, Inc.

Utilities
Q2 2021 Filed on Jul 29, 2021
332
$44.72 - $49.09 $14.8K - $16.3K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2021 Filed on Jul 29, 2021
3
$225.2 - $270.07 $676 - $810
ICLR
Icon PLC

Healthcare
Q2 2021 Filed on Jul 29, 2021
16
$194.07 - $232.2 $3.11K - $3.72K
WAT
Waters Corp

Healthcare
Q2 2021 Filed on Jul 29, 2021
15
$284.72 - $346.95 $4.27K - $5.2K
Seagate Technology PLC
Q2 2021 Filed on Jul 29, 2021
205
N/A
Vg Acquisition Corp
Q2 2021 Filed on Jul 29, 2021
500
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2021 Filed on Jul 29, 2021
60
N/A
ITA
Ishares Tr

ETFs
Q2 2021 Filed on Jul 29, 2021
250
$102.24 - $112.9 $25.6K - $28.2K
PCAR
Paccar Inc

Industrials
Q2 2021 Filed on Jul 29, 2021
85
$87.04 - $95.73 $7.4K - $8.14K
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2021 Filed on Jul 29, 2021
37
$432.89 - $539.68 $16K - $20K
POST
Post Holdings, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 29, 2021
30
$69.35 - $76.83 $2.08K - $2.3K
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Jul 29, 2021
61
$113.34 - $142.77 $6.91K - $8.71K
MKL
Markel Corp

Financial Services
Q2 2021 Filed on Jul 29, 2021
3
$1155.0 - $1248.87 $3.47K - $3.75K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2021 Filed on Jul 29, 2021
29
$96.45 - $107.16 $2.8K - $3.11K
Gold Tr
Q2 2021 Filed on Jul 29, 2021
2,600
N/A
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Jul 29, 2021
135
$34.54 - $47.25 $4.66K - $6.38K
HI
Hillenbrand, Inc.

Industrials
Q2 2021 Filed on Jul 29, 2021
95
$41.05 - $50.83 $3.9K - $4.83K
Gw Pharmaceuticals PLC
Q2 2021 Filed on Jul 29, 2021
128
N/A
CTAS
Cintas Corp

Industrials
Q2 2021 Filed on Jul 29, 2021
11
$341.7 - $382.52 $3.76K - $4.21K
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