Consolidated Planning Corp Closed Holding Positions

Consolidated Planning Corp

  • $605 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Feb 11, 2022
226
$167.8 - $188.86 $37.9K - $42.7K
AME
Ametek Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
303
$123.11 - $147.41 $37.3K - $44.7K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Feb 11, 2022
282
$285.28 - $321.08 $80.4K - $90.5K
Apollo Global Mgmt Inc
Q4 2021 Filed on Feb 11, 2022
2
N/A
BHP
Bhp Group LTD

Basic Materials
Q4 2021 Filed on Feb 11, 2022
65
$46.65 - $53.84 $3.03K - $3.5K
IT
Gartner Inc

Technology
Q4 2021 Filed on Feb 11, 2022
14
$301.06 - $339.69 $4.21K - $4.76K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,542
$14.54 - $16.7 $22.4K - $25.8K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
30
$176.58 - $212.83 $5.3K - $6.38K
HUN
Huntsman Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
1,405
$30.47 - $35.12 $42.8K - $49.3K
IAA
Iaa, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
537
$47.35 - $60.83 $25.4K - $32.7K
IAC
Iac/Inter Active Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
34
$122.47 - $156.76 $4.16K - $5.33K
IEP
Icahn Enterprises L.P.

Industrials
Q4 2021 Filed on Feb 11, 2022
445
$49.59 - $58.29 $22.1K - $25.9K
ICLR
Icon PLC

Healthcare
Q4 2021 Filed on Feb 11, 2022
120
$258.11 - $309.7 $31K - $37.2K
IEX
Idex Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
177
$205.78 - $239.5 $36.4K - $42.4K
HSY
Hershey CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
402
$170.78 - $193.47 $68.7K - $77.8K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
27
$15.66 - $18.28 $423 - $494
GE
General Electric CO

Industrials
Q4 2021 Filed on Feb 11, 2022
90
$89.98 - $111.29 $8.1K - $10K
GIS
General Mills Inc

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
800
$60.62 - $68.86 $48.5K - $55.1K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
51
$64.88 - $73.64 $3.31K - $3.76K
GSK
Gsk PLC

Healthcare
Q4 2021 Filed on Feb 11, 2022
3
$38.88 - $45.31 $117 - $136
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
250
$24.9 - $40.26 $6.23K - $10.1K
DRIV
Global X Fds Global X Autonomo

ETFs
Q4 2021 Filed on Feb 11, 2022
500
$26.95 - $32.11 $13.5K - $16.1K
URA
Global X Uranium ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
710
$22.46 - $30.88 $15.9K - $21.9K
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
47
$68.83 - $80.62 $3.24K - $3.79K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
13
$347.28 - $421.83 $4.51K - $5.48K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q4 2021 Filed on Feb 11, 2022
131
$31.47 - $32.33 $4.12K - $4.24K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
431
$280.02 - $327.35 $121K - $141K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2021 Filed on Feb 11, 2022
544
$50.4 - $51.06 $27.4K - $27.8K
IXN
Ishares Global Information Tec

ETFs
Q4 2021 Filed on Feb 11, 2022
1,272
$55.78 - $65.48 $71K - $83.3K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q4 2021 Filed on Feb 11, 2022
2,660
$38.24 - $42.82 $102K - $114K
EXI
Ishares Global Industrials ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
188
$116.75 - $125.59 $21.9K - $23.6K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
356
$157.31 - $176.88 $56K - $63K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2021 Filed on Feb 11, 2022
340
$109.8 - $123.28 $37.3K - $41.9K
REET
Ishares Global Reit ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
6
$27.64 - $30.61 $166 - $184
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
198
$145.27 - $164.78 $28.8K - $32.6K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2021 Filed on Feb 11, 2022
284
$79.13 - $87.9 $22.5K - $25K
IYE
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
170
$28.79 - $32.36 $4.89K - $5.5K
IR
Ingersoll Rand Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
91
$49.89 - $61.87 $4.54K - $5.63K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
37
$44.57 - $55.81 $1.65K - $2.06K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
1
$33.06 - $38.26 $33.1 - $38.3
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 11, 2022
250
N/A
IVZ
Invesco Ltd.

Financial Services
Q4 2021 Filed on Feb 11, 2022
1
$21.76 - $26.53 $21.8 - $26.5
INVH
Invitation Homes Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
1,451
$38.42 - $45.34 $55.7K - $65.8K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
777
$25.61 - $35.1 $19.9K - $27.3K
IWX
Ishares Tr Russell 200 Value E

ETFs
Q4 2021 Filed on Feb 11, 2022
143
$65.77 - $70.18 $9.41K - $10K
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
120
$106.57 - $110.92 $12.8K - $13.3K
CMI
Cummins Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
68
$206.99 - $245.33 $14.1K - $16.7K
NAPA
Duckhorn Portfolio, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
350
$18.35 - $23.52 $6.42K - $8.23K
DRE
Duke Realty Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
1,253
$48.8 - $65.64 $61.1K - $82.2K
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