Number of Shares
3,044
Previous 4,116 26.04%
Holding current value
$104 Million
Previous $125 Million 16.92%
% of portfolio
0.1%
Previous 0.11%

Shares

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

May 09, 2025

SELL
N/A
-1,072 Reduced 26.04%
3,044 $104 Million
Q4 2024

Jan 28, 2025

BUY
N/A
4,116 New
4,116 $125 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.