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
EGBN
Eagle Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 12, 2020
100
$25.05 - $32.85 $2.51K - $3.29K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q3 2020 Filed on Nov 12, 2020
232
$37.43 - $41.85 $8.68K - $9.71K
Invesco Dynamic Cr Opportuni
Q3 2020 Filed on Nov 12, 2020
1,000
N/A
MNP
Western Asset Municipal Partners Fund Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
2,835
$14.19 - $15.15 $40.2K - $43K
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
ARMK
Aramark

Industrials
Q2 2020 Filed on Aug 06, 2020
238
$17.0 - $32.25 $4.05K - $7.68K
WTM
White Mountains Insurance Group LTD

Financial Services
Q2 2020 Filed on Aug 06, 2020
12
$825.09 - $973.0 $9.9K - $11.7K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
25
$69.6 - $81.75 $1.74K - $2.04K
UBS
Ubs Group Ag

Financial Services
Q2 2020 Filed on Aug 06, 2020
122
$8.84 - $11.95 $1.08K - $1.46K
CNHI
Cnh Industrial N.V.

Industrials
Q2 2020 Filed on Aug 06, 2020
206
$5.41 - $8.13 $1.11K - $1.67K
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
Cnooc Limited
Q2 2020 Filed on Aug 06, 2020
8
N/A
CAE
Cae Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
94
$11.21 - $20.88 $1.05K - $1.96K
BXP
Boston Properties Inc

Real Estate
Q2 2020 Filed on Aug 06, 2020
14
$74.8 - $107.16 $1.05K - $1.5K
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
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
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q2 2020 Filed on Aug 06, 2020
202
$3.02 - $4.82 $610 - $974
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
COF
Capital One Financial Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
53
$42.27 - $80.0 $2.24K - $4.24K
NICE
Nice Ltd.

Technology
Q2 2020 Filed on Aug 06, 2020
17
$140.88 - $196.74 $2.39K - $3.34K
Allergan PLC
Q2 2020 Filed on Aug 06, 2020
1
N/A
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
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
SRE
Sempra Energy

Utilities
Q2 2020 Filed on Aug 06, 2020
31
$103.71 - $134.79 $3.22K - $4.18K
TFI
Spdr Nuveen Bloomberg Municipa

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

Industrials
Q2 2020 Filed on Aug 06, 2020
290
$14.15 - $19.75 $4.1K - $5.73K
MATW
Matthews International Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
125
$17.87 - $25.2 $2.23K - $3.15K
Maxim Integrated Prods Inc
Q2 2020 Filed on Aug 06, 2020
21
N/A
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
60
$69.31 - $89.71 $4.16K - $5.38K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
249
$34.36 - $47.4 $8.56K - $11.8K
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
92
$92.27 - $121.3 $8.49K - $11.2K
NGG
National Grid PLC

Utilities
Q2 2020 Filed on Aug 06, 2020
80
$51.22 - $60.74 $4.1K - $4.86K
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
107
$35.45 - $51.17 $3.79K - $5.48K
NTR
Nutrien Ltd.

Basic Materials
Q2 2020 Filed on Aug 06, 2020
40
$31.28 - $39.07 $1.25K - $1.56K
PKX
Posco Holdings Inc.

Basic Materials
Q2 2020 Filed on Aug 06, 2020
31
$31.09 - $42.61 $964 - $1.32K
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