Number of Shares
9,814
Previous 8,604 14.06%
Holding current value
$713 Million
Previous $621 Million 14.81%
% of portfolio
0.78%
Previous 0.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
N/A
1,210 Added 14.06%
9,814 $713 Million
Q4 2024

Jan 30, 2025

BUY
N/A
8,604 New
8,604 $621 Million
Track This Portfolio

Track Cfc Planning CO LLC Portfolio

Follow Cfc Planning CO LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfc Planning CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfc Planning CO LLC with notifications on news.