Center For Financial Planning, Inc. Closed Holding Positions

Center For Financial Planning, Inc.

  • $932 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Aurora Cannabis Inc
Q2 2020 Filed on Aug 06, 2020
2,500
N/A
BALL
Ball Corp

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
80
$61.17 - $75.4 $4.89K - $6.03K
SAN
Banco Santander, S.A.

Financial Services
Q2 2020 Filed on Aug 06, 2020
554
$1.95 - $2.9 $1.08K - $1.61K
Cnooc Limited
Q2 2020 Filed on Aug 06, 2020
8
N/A
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q2 2020 Filed on Aug 06, 2020
62
$32.27 - $43.97 $2K - $2.73K
BEN
Franklin Resources Inc

Financial Services
Q2 2020 Filed on Aug 06, 2020
379
$15.31 - $24.23 $5.8K - $9.18K
ETR
Entergy Corp

Utilities
Q2 2020 Filed on Aug 06, 2020
128
$83.38 - $105.89 $10.7K - $13.6K
EPAC
Enerpac Tool Group Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
290
$14.15 - $19.75 $4.1K - $5.73K
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
107
$35.45 - $51.17 $3.79K - $5.48K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2020 Filed on Aug 06, 2020
167
$44.33 - $62.33 $7.4K - $10.4K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2020 Filed on Aug 06, 2020
76
$42.51 - $59.23 $3.23K - $4.5K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
18
$38.09 - $48.39 $686 - $871
CHNG
Change Healthcare Inc.
Q2 2020 Filed on Aug 06, 2020
1,159
$8.8 - $12.81 $10.2K - $14.8K
ARMK
Aramark

Industrials
Q2 2020 Filed on Aug 06, 2020
238
$17.0 - $32.25 $4.05K - $7.68K
Apollo Global Mgmt Inc
Q2 2020 Filed on Aug 06, 2020
57
N/A
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
57
N/A
NICE
Nice Ltd.

Technology
Q2 2020 Filed on Aug 06, 2020
17
$140.88 - $196.74 $2.39K - $3.34K
OEF
Ishares S&P 100 ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
1,139
$113.55 - $146.76 $129K - $167K
IAA
Iaa, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
68
$25.0 - $45.11 $1.7K - $3.07K
Document Sec Sys Inc
Q2 2020 Filed on Aug 06, 2020
3
N/A
DISH
Dish Network Corp

Communication Services
Q2 2020 Filed on Aug 06, 2020
200
$18.7 - $37.32 $3.74K - $7.46K
Chesapeake Energy Corp
Q2 2020 Filed on Aug 06, 2020
1,500
N/A
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2020 Filed on Aug 06, 2020
233
$48.59 - $51.81 $11.3K - $12.1K
SRE
Sempra Energy

Utilities
Q2 2020 Filed on Aug 06, 2020
31
$103.71 - $134.79 $3.22K - $4.18K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
116
$55.36 - $81.72 $6.42K - $9.48K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
45
$84.65 - $151.6 $3.81K - $6.82K
Aon PLC
Q2 2020 Filed on Aug 06, 2020
1,730
N/A
Allergan PLC
Q2 2020 Filed on Aug 06, 2020
1
N/A
VIS
Vanguard Industrial ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
63
$104.23 - $144.02 $6.57K - $9.07K
United Technologies Corp
Q2 2020 Filed on Aug 06, 2020
2,921
N/A
United States Oil Fund LP
Q2 2020 Filed on Aug 06, 2020
240
N/A
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
118
$130.75 - $154.23 $15.4K - $18.2K
CTLT
Catalent, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
62
$48.02 - $79.04 $2.98K - $4.9K
GBCI
Glacier Bancorp, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
215
$30.92 - $45.82 $6.65K - $9.85K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
249
$34.36 - $47.4 $8.56K - $11.8K
PUK
Prudential PLC

Financial Services
Q2 2020 Filed on Aug 06, 2020
63
$21.9 - $31.11 $1.38K - $1.96K
RELX
Relx PLC

Communication Services
Q2 2020 Filed on Aug 06, 2020
146
$20.44 - $24.6 $2.98K - $3.59K
RSG
Republic Services, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
150
$72.53 - $89.91 $10.9K - $13.5K
RY
Royal Bank Of Canada

Financial Services
Q2 2020 Filed on Aug 06, 2020
153
$57.97 - $71.92 $8.87K - $11K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2020 Filed on Aug 06, 2020
24
$52.49 - $69.03 $1.26K - $1.66K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q2 2020 Filed on Aug 06, 2020
204
$32.02 - $41.32 $6.53K - $8.43K
IP
International Paper CO

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
64
$27.81 - $37.59 $1.78K - $2.41K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2020 Filed on Aug 06, 2020
51
$32.9 - $43.96 $1.68K - $2.24K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2020 Filed on Aug 06, 2020
345
$18.9 - $23.48 $6.52K - $8.1K
PTC
Ptc Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
40
$54.88 - $83.74 $2.2K - $3.35K
PKX
Posco Holdings Inc.

Basic Materials
Q2 2020 Filed on Aug 06, 2020
31
$31.09 - $42.61 $964 - $1.32K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2020 Filed on Aug 06, 2020
202
$3.02 - $4.82 $610 - $974
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
60
$69.31 - $89.71 $4.16K - $5.38K
INFY
Infosys LTD

Technology
Q2 2020 Filed on Aug 06, 2020
160
$7.56 - $9.66 $1.21K - $1.55K
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