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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Aug 06, 2020
18
$39.01 - $57.03 $702 - $1.03K
RSG
Republic Services, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
150
$72.53 - $89.91 $10.9K - $13.5K
RELX
Relx PLC

Communication Services
Q2 2020 Filed on Aug 06, 2020
146
$20.44 - $24.6 $2.98K - $3.59K
Maxim Integrated Prods Inc
Q2 2020 Filed on Aug 06, 2020
21
N/A
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
92
$92.27 - $121.3 $8.49K - $11.2K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
249
$34.36 - $47.4 $8.56K - $11.8K
NTR
Nutrien Ltd.

Basic Materials
Q2 2020 Filed on Aug 06, 2020
40
$31.28 - $39.07 $1.25K - $1.56K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
60
$69.31 - $89.71 $4.16K - $5.38K
PKX
Posco Holdings Inc.

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

Industrials
Q2 2020 Filed on Aug 06, 2020
125
$17.87 - $25.2 $2.23K - $3.15K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2020 Filed on Aug 06, 2020
24
$52.49 - $69.03 $1.26K - $1.66K
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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
98
$54.35 - $56.24 $5.33K - $5.51K
GBCI
Glacier Bancorp, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
215
$30.92 - $45.82 $6.65K - $9.85K
XEL
Xcel Energy Inc

Utilities
Q2 2020 Filed on Aug 06, 2020
168
$57.86 - $67.15 $9.72K - $11.3K
CCEP
Coca Cola Europacific Partners PLC

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

Industrials
Q2 2020 Filed on Aug 06, 2020
1,072
$11.85 - $17.52 $12.7K - $18.8K
ST
Sensata Technologies Holding PLC

Technology
Q2 2020 Filed on Aug 06, 2020
45
$27.75 - $42.99 $1.25K - $1.93K
WTM
White Mountains Insurance Group LTD

Financial Services
Q2 2020 Filed on Aug 06, 2020
12
$825.09 - $973.0 $9.9K - $11.7K
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
HMC
Honda Motor CO LTD

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
88
$19.86 - $28.09 $1.75K - $2.47K
GWW
W.W. Grainger, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
15
$236.52 - $328.38 $3.55K - $4.93K
GPN
Global Payments Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
46
$126.3 - $189.78 $5.81K - $8.73K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2020 Filed on Aug 06, 2020
41
$51.53 - $53.82 $2.11K - $2.21K
WLY
John Wiley & Sons, Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
169
$33.93 - $43.0 $5.73K - $7.27K
TFX
Teleflex Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
26
$279.8 - $376.58 $7.27K - $9.79K
IP
International Paper CO

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
64
$27.81 - $37.59 $1.78K - $2.41K
TD
Toronto Dominion Bank

Financial Services
Q2 2020 Filed on Aug 06, 2020
256
$38.47 - $49.17 $9.85K - $12.6K
SHG
Shinhan Financial Group CO LTD

Financial Services
Q2 2020 Filed on Aug 06, 2020
21
$21.63 - $29.49 $454 - $619
Unilever N V
Q2 2020 Filed on Aug 06, 2020
115
N/A
VFC
V F Corp

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
273
$48.68 - $68.31 $13.3K - $18.6K
INFY
Infosys LTD

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

Financial Services
Q2 2020 Filed on Aug 06, 2020
542
$17.6 - $24.82 $9.54K - $13.5K
SRCL
Stericycle Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
311
$42.68 - $63.45 $13.3K - $19.7K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q1 2020 Filed on May 11, 2020
117
$10.19 - $13.48 $1.19K - $1.58K
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
ILF
Ishares Latin America 40 ETF

ETFs
Q1 2020 Filed on May 11, 2020
121
$15.64 - $34.83 $1.89K - $4.21K
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
Aqua America Inc
Q1 2020 Filed on May 11, 2020
332
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q1 2020 Filed on May 11, 2020
66
$4.25 - $12.55 $281 - $828
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
VAW
Vanguard Materials ETF

ETFs
Q1 2020 Filed on May 11, 2020
55
$81.49 - $133.25 $4.48K - $7.33K
AFK
Vaneck ETF Tr Africa Index ETF
Q1 2020 Filed on May 11, 2020
121
N/A
THS
Tree House Foods, Inc.

Consumer Defensive
Q1 2020 Filed on May 11, 2020
450
$34.57 - $47.84 $15.6K - $21.5K
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
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