Financial Planners Of Cleveland, Inc. Closed Holding Positions

Financial Planners Of Cleveland, Inc.

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
19,605
$46.23 - $49.83 $906K - $977K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2022 Filed on Aug 10, 2022
635
$365.86 - $456.8 $232K - $290K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Aug 10, 2022
13,747
$218.95 - $282.53 $3.01M - $3.88M
SEE
Sealed Air Corp

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
9,126
$56.24 - $69.13 $513K - $631K
FNDF
Schwab Fundamental Intl Large

ETFs
Q2 2022 Filed on Aug 10, 2022
25,434
$28.1 - $32.52 $715K - $827K
PGR
Progressive Corp

Financial Services
Q2 2022 Filed on Aug 10, 2022
3,299
$106.95 - $121.19 $353K - $400K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2022 Filed on Aug 10, 2022
1,381
$132.36 - $163.65 $183K - $226K
PEP
Pepsico Inc

Consumer Defensive
Q2 2022 Filed on Aug 10, 2022
1,491
$156.12 - $177.5 $233K - $265K
MSFT
Microsoft Corp

Technology
Q2 2022 Filed on Aug 10, 2022
2,000
$242.26 - $314.97 $485K - $630K
LECO
Lincoln Electric Holdings Inc

Industrials
Q2 2022 Filed on Aug 10, 2022
2,360
$121.77 - $140.33 $287K - $331K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2022 Filed on Aug 10, 2022
1,758
$112.61 - $135.91 $198K - $239K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q2 2022 Filed on Aug 10, 2022
105,129
$50.42 - $50.72 $5.3M - $5.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2022 Filed on Aug 10, 2022
213,280
$50.06 - $50.26 $10.7M - $10.7M
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
1,340
$133.27 - $158.52 $179K - $212K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
52,295
$163.9 - $207.91 $8.57M - $10.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
2,924
$140.99 - $168.41 $412K - $492K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2022 Filed on Aug 10, 2022
289,179
$43.16 - $53.73 $12.5M - $15.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2022 Filed on Aug 10, 2022
6,542
$35.93 - $42.52 $235K - $278K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Aug 10, 2022
11,516
$78.1 - $85.93 $899K - $990K
BNDX
Vanguard Total International B

ETFs
Q2 2022 Filed on Aug 10, 2022
6,291
$48.35 - $52.44 $304K - $330K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q2 2022 Filed on Aug 10, 2022
22,684
$44.97 - $55.51 $1.02M - $1.26M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
53,928
$23.28 - $24.82 $1.26M - $1.34M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 10, 2022
15,672
$54.29 - $67.38 $851K - $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
2,171
$219.07 - $270.08 $476K - $586K
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 10, 2022
11,373
$57.91 - $70.46 $659K - $801K
IEMG
Ishares Inc

ETFs
Q2 2022 Filed on Aug 10, 2022
20,791
$48.46 - $57.45 $1.01M - $1.19M
SHAG
Wisdomtree Yield Enhanced U.S.
Q2 2022 Filed on Aug 10, 2022
134,198
N/A
MGV
Vanguard Mega Cap Value

ETFs
Q2 2022 Filed on Aug 10, 2022
5,444
$93.26 - $109.21 $508K - $595K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q2 2022 Filed on Aug 10, 2022
17,272
$62.21 - $73.88 $1.07M - $1.28M
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2022 Filed on Aug 10, 2022
168,875
$54.1 - $72.84 $9.14M - $12.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2022 Filed on Aug 10, 2022
167,953
$49.13 - $51.51 $8.25M - $8.65M
VTV
Vanguard Value ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
275,420
$128.01 - $150.8 $35.3M - $41.5M
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Aug 10, 2022
96,727
$183.02 - $230.52 $17.7M - $22.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2022 Filed on Aug 10, 2022
354
$500.9 - $612.21 $177K - $217K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
130,899
$104.73 - $109.51 $13.7M - $14.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
6,076
$61.48 - $74.59 $374K - $453K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
35,602
$81.93 - $101.4 $2.92M - $3.61M
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Aug 10, 2022
135,532
$50.1 - $53.11 $6.79M - $7.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2022 Filed on Aug 10, 2022
2
$402300.0 - $529000.0 $805K - $1.06M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Aug 10, 2022
1,705
N/A
CVX
Chevron Corp

Energy
Q2 2022 Filed on Aug 10, 2022
1,895
$142.43 - $181.13 $270K - $343K
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2022 Filed on Aug 10, 2022
7,118
$22.45 - $28.45 $160K - $203K
ATHX
Athersys, Inc

Healthcare
Q2 2022 Filed on Aug 10, 2022
82,417
$0.18 - $0.86 $14.8K - $70.9K
CAT
Caterpillar Inc

Industrials
Q2 2022 Filed on Aug 10, 2022
1,917
$178.67 - $235.08 $343K - $451K
V
Visa Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
1,722
$189.05 - $227.74 $326K - $392K
AAPL
Apple Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
11,369
$130.06 - $178.44 $1.48M - $2.03M
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
202
$102.31 - $168.35 $20.7K - $34K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 10, 2022
279,962
$99.01 - $106.84 $27.7M - $29.9M
IVV
Ishares Core S&P 500 ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
4,243
$366.99 - $458.8 $1.56M - $1.95M
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