Comprehensive Financial Planning, Inc./Pa ISHARES AI INVATN AND TEC ACT ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025
Number of Shares
329
Previous 329 -0.0%
Holding current value
$9.49 Million
Previous $7.2 Million 31.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2025
SELL
N/A
-577 Reduced 63.69%
329 $7.2 Million
Q4 2024

Jan 28, 2025
BUY
N/A
906 New
906 $24.5 Million
Track This Portfolio

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa 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 Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email