Center For Financial Planning, Inc. Closed Holding Positions

Center For Financial Planning, Inc.

  • $869 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
GBCI
Glacier Bancorp, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
215
$30.92 - $45.82 $6.65K - $9.85K
GPN
Global Payments Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
46
$126.3 - $189.78 $5.81K - $8.73K
GWW
W.W. Grainger, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
15
$236.52 - $328.38 $3.55K - $4.93K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
88
$19.86 - $28.09 $1.75K - $2.47K
INFY
Infosys LTD

Technology
Q2 2020 Filed on Aug 06, 2020
160
$7.56 - $9.66 $1.21K - $1.55K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
18
$38.09 - $48.39 $686 - $871
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
Unilever N V
Q2 2020 Filed on Aug 06, 2020
115
N/A
SABR
Sabre Corp

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
1,031
$4.29 - $10.35 $4.42K - $10.7K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Aug 06, 2020
18
$39.01 - $57.03 $702 - $1.03K
SRCL
Stericycle Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
311
$42.68 - $63.45 $13.3K - $19.7K
Cnooc Limited
Q2 2020 Filed on Aug 06, 2020
8
N/A
TFX
Teleflex Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
26
$279.8 - $376.58 $7.27K - $9.79K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
98
$54.35 - $56.24 $5.33K - $5.51K
WU
Western Union CO

Financial Services
Q2 2020 Filed on Aug 06, 2020
542
$17.6 - $24.82 $9.54K - $13.5K
SHG
Shinhan Financial Group CO LTD

Financial Services
Q2 2020 Filed on Aug 06, 2020
21
$21.63 - $29.49 $454 - $619
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2020 Filed on Aug 06, 2020
41
$51.53 - $53.82 $2.11K - $2.21K
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
GII
Spdr S&P Global Infrasture ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
51
$36.9 - $48.43 $1.88K - $2.47K
TD
Toronto Dominion Bank

Financial Services
Q2 2020 Filed on Aug 06, 2020
256
$38.47 - $49.17 $9.85K - $12.6K
RSG
Republic Services, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
150
$72.53 - $89.91 $10.9K - $13.5K
NLSN
Nielsen Holdings PLC

Industrials
Q2 2020 Filed on Aug 06, 2020
1,072
$11.85 - $17.52 $12.7K - $18.8K
RY
Royal Bank Of Canada

Financial Services
Q2 2020 Filed on Aug 06, 2020
153
$57.97 - $71.92 $8.87K - $11K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
43
$8.13 - $23.29 $350 - $1K
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
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
47
$35.06 - $43.77 $1.65K - $2.06K
VFC
V F Corp

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
273
$48.68 - $68.31 $13.3K - $18.6K
WLY
John Wiley & Sons, Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
169
$33.93 - $43.0 $5.73K - $7.27K
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2020 Filed on May 11, 2020
70
$13.45 - $56.12 $942 - $3.93K
CPT
Camden Property Trust

Real Estate
Q1 2020 Filed on May 11, 2020
113
$67.3 - $120.42 $7.6K - $13.6K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q1 2020 Filed on May 11, 2020
636
$8.05 - $15.03 $5.12K - $9.56K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2020 Filed on May 11, 2020
62
$27.64 - $45.48 $1.71K - $2.82K
Aqua America Inc
Q1 2020 Filed on May 11, 2020
332
N/A
IGE
Ishares Tr North Amern Nat Res

ETFs
Q1 2020 Filed on May 11, 2020
9,000
$13.93 - $30.29 $125K - $273K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q1 2020 Filed on May 11, 2020
117
$10.19 - $13.48 $1.19K - $1.58K
OLN
Olin Corp

Basic Materials
Q1 2020 Filed on May 11, 2020
260
$9.34 - $19.06 $2.43K - $4.96K
VAW
Vanguard Materials ETF

ETFs
Q1 2020 Filed on May 11, 2020
55
$81.49 - $133.25 $4.48K - $7.33K
THS
Tree House Foods, Inc.

Consumer Defensive
Q1 2020 Filed on May 11, 2020
450
$34.57 - $47.84 $15.6K - $21.5K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2020 Filed on May 11, 2020
66
$4.25 - $12.55 $281 - $828
Ingersoll Rand PLC
Q1 2020 Filed on May 11, 2020
29
N/A
PML
Pimco Municipal Income Fund Ii

Financial Services
Q1 2020 Filed on May 11, 2020
174
$10.1 - $15.97 $1.76K - $2.78K
PEB
Pebblebrook Hotel Trust

Real Estate
Q1 2020 Filed on May 11, 2020
197
$6.2 - $26.46 $1.22K - $5.21K
NCR
Ncr Corp

Technology
Q1 2020 Filed on May 11, 2020
132
$11.78 - $35.76 $1.55K - $4.72K
Micro Focus International Pl
Q1 2020 Filed on May 11, 2020
35
N/A
IGOV
Ishares 1 3 International Trea

ETFs
Q1 2020 Filed on May 11, 2020
1,434
$47.2 - $53.09 $67.7K - $76.1K
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