Comprehensive Financial Planning, Inc./Pa JPMORGN HEDGD EQTY LAD OVRLY ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $103 Billion
  • Q1 2025
Number of Shares
8,908
Previous 4,338 105.35%
Holding current value
$532 Million
Previous $269 Million 97.56%
% of portfolio
0.52%
Previous 0.23%

Shares

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

May 09, 2025
BUY
N/A
4,570 Added 105.35%
8,908 $532 Million
Q4 2024

Jan 28, 2025
BUY
N/A
4,338 New
4,338 $269 Million
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