Consolidated Planning Corp Closed Holding Positions

Consolidated Planning Corp

  • $605 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2021 Filed on Feb 11, 2022
8
$2.3 - $2.76 $18.4 - $22.1
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
43
$152.65 - $175.02 $6.56K - $7.53K
LDOS
Leidos Holdings, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
918
$84.44 - $102.04 $77.5K - $93.7K
LSTR
Landstar System Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
35
$155.21 - $185.99 $5.43K - $6.51K
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Feb 11, 2022
5
$544.41 - $726.75 $2.72K - $3.63K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Feb 11, 2022
60
$49.93 - $50.12 $3K - $3.01K
ZD
Ziff Davis, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
209
$106.43 - $132.98 $22.2K - $27.8K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
89
$65.63 - $91.55 $5.84K - $8.15K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
2
$129.26 - $142.92 $259 - $286
KN
Knowles Corp

Technology
Q4 2021 Filed on Feb 11, 2022
16
$18.41 - $23.35 $295 - $374
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
25
$47.41 - $61.01 $1.19K - $1.53K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
33
$32.88 - $37.84 $1.09K - $1.25K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2021 Filed on Feb 11, 2022
93
$271.6 - $314.21 $25.3K - $29.2K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
100
$22.59 - $55.52 $2.26K - $5.55K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2021 Filed on Feb 11, 2022
127
$43.99 - $51.44 $5.59K - $6.53K
MGPI
Mgp Ingredients Inc

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
150
$62.8 - $88.06 $9.42K - $13.2K
MDXG
Mimedx Group, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
1,000
$5.7 - $8.48 $5.7K - $8.48K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
185
$225.82 - $368.51 $41.8K - $68.2K
MCO
Moodys Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
46
$349.73 - $406.69 $16.1K - $18.7K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Feb 11, 2022
386
$94.82 - $104.66 $36.6K - $40.4K
MORN
Morningstar, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
7
$255.01 - $346.61 $1.79K - $2.43K
MSA
Msa Safety Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
394
$139.55 - $155.76 $55K - $61.4K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
300
$38.3 - $50.37 $11.5K - $15.1K
MET
Metlife Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
436
$57.11 - $66.6 $24.9K - $29K
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
3
$1052.95 - $1709.98 $3.16K - $5.13K
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
234
$17.93 - $20.54 $4.2K - $4.81K
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
12
$343.73 - $431.53 $4.12K - $5.18K
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
202
$142.5 - $168.39 $28.8K - $34K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
777
$151.74 - $173.89 $118K - $135K
MAS
Masco Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
339
$55.87 - $70.23 $18.9K - $23.8K
MA
Mastercard Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
317
$306.28 - $369.56 $97.1K - $117K
MTCH
Match Group, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
73
$122.81 - $175.53 $8.97K - $12.8K
MPW
Medical Properties Trust Inc

Real Estate
Q4 2021 Filed on Feb 11, 2022
8,328
$19.72 - $23.63 $164K - $197K
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1
$161.85 - $199.24 $162 - $199
SCHW
Schwab Charles Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
397
$73.23 - $85.82 $29.1K - $34.1K
PATH
Ui Path, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,818
$39.81 - $57.51 $72.4K - $105K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q4 2021 Filed on Feb 11, 2022
78
$68.99 - $73.74 $5.38K - $5.75K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
90
$81.21 - $82.44 $7.31K - $7.42K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2021 Filed on Feb 11, 2022
128
$61.51 - $66.09 $7.87K - $8.46K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Feb 11, 2022
1,396
$49.38 - $52.95 $68.9K - $73.9K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q4 2021 Filed on Feb 11, 2022
5
$79.7 - $88.45 $399 - $442
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q4 2021 Filed on Feb 11, 2022
1,005
$60.05 - $64.51 $60.4K - $64.8K
VDE
Vanguard Energy ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
299
$74.1 - $83.72 $22.2K - $25K
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$309.2 - $355.63 $309 - $356
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Feb 11, 2022
2
$54.5 - $55.03 $109 - $110
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Feb 11, 2022
2,120
$47.81 - $52.33 $101K - $111K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
366
$269.22 - $305.79 $98.5K - $112K
UL
Unilever PLC

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
1,326
$50.61 - $54.21 $67.1K - $71.9K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Feb 11, 2022
65
$54.85 - $62.74 $3.57K - $4.08K
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp 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 Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email