Comprehensive Financial Planning, Inc./Pa T ROWE PRICE CPTL APRCTNEQT ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025
Number of Shares
21,335
Previous 20,435 4.4%
Holding current value
$753 Million
Previous $660 Million 14.11%
% of portfolio
0.59%
Previous 0.64%

Shares

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

Aug 08, 2025
BUY
N/A
900 Added 4.4%
21,335 $753 Million
Q1 2025

May 09, 2025
BUY
N/A
17,963 Added 726.66%
20,435 $660 Million
Q4 2024

Jan 28, 2025
BUY
N/A
2,472 New
2,472 $82.3 Million
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