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

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025
Number of Shares
7,303
Previous 8,908 18.02%
Holding current value
$457 Million
Previous $532 Million 14.05%
% of portfolio
0.36%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-1,605 Reduced 18.02%
7,303 $457 Million
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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