Comprehensive Financial Planning, Inc./Pa Options Holdings

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 337
  • Current Value $127 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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