Comprehensive Financial Planning, Inc./Pa LISTED FNDS RONDHL MGNFCNT ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025
Number of Shares
36,650
Previous 35,790 2.4%
Holding current value
$2.38 Billion
Previous $1.99 Billion 19.74%
% of portfolio
1.63%
Previous 1.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
860 Added 2.4%
36,650 $2.38 Billion
Q2 2025

Aug 08, 2025
BUY
N/A
2,600 Added 7.83%
35,790 $1.99 Billion
Q1 2025

May 09, 2025
BUY
N/A
17,077 Added 105.98%
33,190 $1.52 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
16,113 New
16,113 $877 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