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
BXP
Boston Properties Inc

Real Estate
Q2 2020 Filed on Aug 06, 2020
14
$74.8 - $107.16 $1.05K - $1.5K
CAE
Cae Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
94
$11.21 - $20.88 $1.05K - $1.96K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
25
$69.6 - $81.75 $1.74K - $2.04K
SAN
Banco Santander, S.A.

Financial Services
Q2 2020 Filed on Aug 06, 2020
554
$1.95 - $2.9 $1.08K - $1.61K
BALL
Ball Corp

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
80
$61.17 - $75.4 $4.89K - $6.03K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 06, 2020
2,500
N/A
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
228
$19.59 - $33.26 $4.47K - $7.58K
CDK
Cdk Global, Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
301
$30.03 - $47.18 $9.04K - $14.2K
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
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
118
$130.75 - $154.23 $15.4K - $18.2K
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
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
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
116
$55.36 - $81.72 $6.42K - $9.48K
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
57
N/A
Frontier Communications Corp
Q2 2020 Filed on Aug 06, 2020
6
N/A
NICE
Nice Ltd.

Technology
Q2 2020 Filed on Aug 06, 2020
17
$140.88 - $196.74 $2.39K - $3.34K
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
CTLT
Catalent, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
62
$48.02 - $79.04 $2.98K - $4.9K
OEF
Ishares S&P 100 ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
1,139
$113.55 - $146.76 $129K - $167K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2020 Filed on Aug 06, 2020
233
$48.59 - $51.81 $11.3K - $12.1K
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
EPAC
Enerpac Tool Group Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
290
$14.15 - $19.75 $4.1K - $5.73K
SRE
Sempra Energy

Utilities
Q2 2020 Filed on Aug 06, 2020
31
$103.71 - $134.79 $3.22K - $4.18K
COF
Capital One Financial Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
53
$42.27 - $80.0 $2.24K - $4.24K
NGG
National Grid PLC

Utilities
Q2 2020 Filed on Aug 06, 2020
80
$51.22 - $60.74 $4.1K - $4.86K
RY
Royal Bank Of Canada

Financial Services
Q2 2020 Filed on Aug 06, 2020
153
$57.97 - $71.92 $8.87K - $11K
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
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
GII
Spdr S&P Global Infrasture ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
51
$36.9 - $48.43 $1.88K - $2.47K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
204
$22.72 - $38.6 $4.63K - $7.87K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q2 2020 Filed on Aug 06, 2020
181
$91.52 - $91.58 $16.6K - $16.6K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2020 Filed on Aug 06, 2020
202
$3.02 - $4.82 $610 - $974
SABR
Sabre Corp

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
1,031
$4.29 - $10.35 $4.42K - $10.7K
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