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

Comprehensive Financial Planning, Inc./Pa

  • $103 Billion
  • Q1 2025
Number of Shares
329
Previous 906 63.69%
Holding current value
$7.2 Million
Previous $24.5 Million 70.65%
% of portfolio
0.01%
Previous 0.02%

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
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