Center For Financial Planning, Inc. Closed Holding Positions

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2021 Filed on Jul 29, 2021
37
$432.89 - $539.68 $16K - $20K
Tcf Finl Corp
Q2 2021 Filed on Jul 29, 2021
212
N/A
MKL
Markel Corp

Financial Services
Q2 2021 Filed on Jul 29, 2021
3
$1155.0 - $1248.87 $3.47K - $3.75K
HI
Hillenbrand, Inc.

Industrials
Q2 2021 Filed on Jul 29, 2021
95
$41.05 - $50.83 $3.9K - $4.83K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2021 Filed on Jul 29, 2021
29
$96.45 - $107.16 $2.8K - $3.11K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Jul 29, 2021
135
$34.54 - $47.25 $4.66K - $6.38K
MBB
Ishares Tr

ETFs
Q2 2021 Filed on Jul 29, 2021
396
$107.91 - $108.86 $42.7K - $43.1K
Gold Tr
Q2 2021 Filed on Jul 29, 2021
2,600
N/A
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Jul 29, 2021
61
$113.34 - $142.77 $6.91K - $8.71K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 29, 2021
29
$302.26 - $351.85 $8.77K - $10.2K
PCAR
Paccar Inc

Industrials
Q2 2021 Filed on Jul 29, 2021
85
$87.04 - $95.73 $7.4K - $8.14K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2021 Filed on May 10, 2021
148
$110.26 - $156.58 $16.3K - $23.2K
Bristol Myers Squibb CO
Q1 2021 Filed on May 10, 2021
110
N/A
Ciig Merger Corp
Q1 2021 Filed on May 10, 2021
500
N/A
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q1 2021 Filed on May 10, 2021
400
$13.28 - $14.91 $5.31K - $5.96K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q1 2021 Filed on May 10, 2021
130
$12.09 - $13.93 $1.57K - $1.81K
DDS
Dillard'S, Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
41
$55.55 - $104.46 $2.28K - $4.28K
Transenterix Inc
Q1 2021 Filed on May 10, 2021
16
N/A
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q1 2021 Filed on May 10, 2021
173
$16.93 - $17.71 $2.93K - $3.06K
Tiffany & CO New
Q1 2021 Filed on May 10, 2021
176
N/A
LCI
Lannett CO Inc

Healthcare
Q1 2021 Filed on May 10, 2021
1,250
$5.28 - $9.64 $6.6K - $12.1K
DVA
Davita Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
230
$99.98 - $123.89 $23K - $28.5K
CHKP
Check Point Software Technologies LTD

Technology
Q1 2021 Filed on May 10, 2021
25
$110.24 - $134.1 $2.76K - $3.35K
Fiat Chrysler Automobiles N
Q1 2021 Filed on May 10, 2021
700
N/A
APPN
Appian Corp

Technology
Q4 2020 Filed on Feb 09, 2021
8
$63.3 - $193.87 $506 - $1.55K
Diamondpeak Hldgs Cor
Q4 2020 Filed on Feb 09, 2021
1,000
N/A
SOLO
Electrameccanica Vehicles Corp.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
100
$2.44 - $10.81 $244 - $1.08K
GNRC
Generac Holdings Inc.

Industrials
Q4 2020 Filed on Feb 09, 2021
20
$196.16 - $233.2 $3.92K - $4.66K
TWNK
Hostess Brands, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 09, 2021
305
$12.33 - $14.64 $3.76K - $4.47K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2020 Filed on Feb 09, 2021
7
$136.58 - $223.38 $956 - $1.56K
Apache Corp
Q4 2020 Filed on Feb 09, 2021
262
N/A
Td Ameritrade Hldg Corp
Q4 2020 Filed on Feb 09, 2021
75
N/A
Taubman Ctrs Inc
Q4 2020 Filed on Feb 09, 2021
249
N/A
RRC
Range Resources Corp

Energy
Q4 2020 Filed on Feb 09, 2021
287
$6.04 - $9.39 $1.73K - $2.69K
Vivint Solar Inc
Q4 2020 Filed on Feb 09, 2021
2,000
N/A
WM
Waste Management Inc

Industrials
Q4 2020 Filed on Feb 09, 2021
296
$106.96 - $123.38 $31.7K - $36.5K
HQY
Healthequity, Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
200
$51.41 - $74.4 $10.3K - $14.9K
FAST
Fastenal CO

Industrials
Q4 2020 Filed on Feb 09, 2021
226
$42.94 - $50.05 $9.7K - $11.3K
Blackrock Mun 2020 Term Tr
Q4 2020 Filed on Feb 09, 2021
650
N/A
Envision Solar Intl Inc
Q3 2020 Filed on Nov 12, 2020
1,000
N/A
STM
St Microelectronics N.V.

Technology
Q3 2020 Filed on Nov 12, 2020
500
$26.61 - $31.4 $13.3K - $15.7K
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
100
$33.14 - $38.97 $3.31K - $3.9K
RES
Rpc Inc

Energy
Q3 2020 Filed on Nov 12, 2020
500
$2.52 - $3.55 $1.26K - $1.78K
California Res Corp
Q3 2020 Filed on Nov 12, 2020
19
N/A
USA
Liberty All Star Equity Fund

Financial Services
Q3 2020 Filed on Nov 12, 2020
5,040
$5.75 - $6.29 $29K - $31.7K
LGFB
Lions Gate Entmt Corp Cl B Non
Q3 2020 Filed on Nov 12, 2020
24
N/A
Hermitage Offshore Service L
Q3 2020 Filed on Nov 12, 2020
1
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 12, 2020
156
N/A
Invesco Mortgage Capital Inc
Q3 2020 Filed on Nov 12, 2020
1,720
N/A
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