Number of Shares
44,845
Previous 44,536 0.69%
Holding current value
$1.68 Billion
Previous $1.57 Billion 6.82%
% of portfolio
1.15%
Previous 1.24%

Shares

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

Nov 12, 2025

BUY
N/A
309 Added 0.69%
44,845 $1.68 Billion
Q2 2025

Aug 08, 2025

BUY
N/A
8,205 Added 22.58%
44,536 $1.57 Billion
Q1 2025

May 09, 2025

BUY
N/A
15,269 Added 72.5%
36,331 $1.25 Billion
Q4 2024

Jan 28, 2025

BUY
N/A
21,062 New
21,062 $718 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.