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
PTC
Ptc Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
40
$54.88 - $83.74 $2.2K - $3.35K
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
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
204
$22.72 - $38.6 $4.63K - $7.87K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2020 Filed on Aug 06, 2020
24
$52.49 - $69.03 $1.26K - $1.66K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2020 Filed on Aug 06, 2020
950
$30.01 - $35.86 $28.5K - $34.1K
BEN
Franklin Resources Inc

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

Utilities
Q2 2020 Filed on Aug 06, 2020
128
$83.38 - $105.89 $10.7K - $13.6K
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
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
118
$130.75 - $154.23 $15.4K - $18.2K
IP
International Paper CO

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
64
$27.81 - $37.59 $1.78K - $2.41K
IEF
Ishares Barclays

ETFs
Q2 2020 Filed on Aug 06, 2020
25
$119.77 - $122.41 $2.99K - $3.06K
RSG
Republic Services, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
150
$72.53 - $89.91 $10.9K - $13.5K
Unilever N V
Q2 2020 Filed on Aug 06, 2020
115
N/A
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Aug 06, 2020
18
$39.01 - $57.03 $702 - $1.03K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2020 Filed on Aug 06, 2020
167
$44.33 - $62.33 $7.4K - $10.4K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
43
$8.13 - $23.29 $350 - $1K
SRCL
Stericycle Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
311
$42.68 - $63.45 $13.3K - $19.7K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
98
$54.35 - $56.24 $5.33K - $5.51K
XEL
Xcel Energy Inc

Utilities
Q2 2020 Filed on Aug 06, 2020
168
$57.86 - $67.15 $9.72K - $11.3K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2020 Filed on Aug 06, 2020
41
$51.53 - $53.82 $2.11K - $2.21K
SHG
Shinhan Financial Group CO LTD

Financial Services
Q2 2020 Filed on Aug 06, 2020
21
$21.63 - $29.49 $454 - $619
WLY
John Wiley & Sons, Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
169
$33.93 - $43.0 $5.73K - $7.27K
WU
Western Union CO

Financial Services
Q2 2020 Filed on Aug 06, 2020
542
$17.6 - $24.82 $9.54K - $13.5K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2020 Filed on Aug 06, 2020
76
$42.51 - $59.23 $3.23K - $4.5K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2020 Filed on Aug 06, 2020
13
$37.99 - $51.32 $494 - $667
SABR
Sabre Corp

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

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
273
$48.68 - $68.31 $13.3K - $18.6K
TD
Toronto Dominion Bank

Financial Services
Q2 2020 Filed on Aug 06, 2020
256
$38.47 - $49.17 $9.85K - $12.6K
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
ST
Sensata Technologies Holding PLC

Technology
Q2 2020 Filed on Aug 06, 2020
45
$27.75 - $42.99 $1.25K - $1.93K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
47
$35.06 - $43.77 $1.65K - $2.06K
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
NLSN
Nielsen Holdings PLC

Industrials
Q2 2020 Filed on Aug 06, 2020
1,072
$11.85 - $17.52 $12.7K - $18.8K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
51
$36.9 - $48.43 $1.88K - $2.47K
TFX
Teleflex Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
26
$279.8 - $376.58 $7.27K - $9.79K
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
EIM
Eaton Vance Municipal Bond Fund

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