Comprehensive Financial Planning, Inc./Pa Purchases in Q4 2024

Comprehensive Financial Planning, Inc./Pa

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LIT
Global X Fds Global X Lithium

ETFs
1.39K
New
$40.78 - $48.97 $56.6K - $67.9K
1.39K $56.6M
SCHO
Schwab Short Term Us Treasury

ETFs
2.27K
New
$24.06 - $48.88 $54.6K - $111K
2.27K $54.6M
HSY
Hershey CO

Consumer Defensive
319
New
$168.67 - $193.65 $53.8K - $61.8K
319 $54M
LYV
Live Nation Entertainment, Inc.

Communication Services
409
New
$109.06 - $140.54 $44.6K - $57.5K
409 $53M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.17K
New
$43.44 - $45.05 $50.8K - $52.7K
1.17K $50.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
200
New
$241.48 - $274.89 $48.3K - $55K
200 $50.8M
IYG
Ishares Tr

ETFs
641
New
$70.24 - $82.34 $45K - $52.8K
641 $49.9M
IBB
Ishares Biotechnology ETF

ETFs
359
New
$131.21 - $148.85 $47.1K - $53.4K
359 $47.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
611
New
$77.02 - $78.58 $47.1K - $48K
611 $47.2M
MGC
Vanguard Mega Cap ETF

ETFs
211
New
$204.21 - $220.18 $43.1K - $46.5K
211 $45M
IJK
Ishares S&P Midcap 400 Growth

ETFs
489
New
$90.66 - $99.46 $44.3K - $48.6K
489 $44.5M
VTV
Vanguard Value ETF

ETFs
257
New
$168.32 - $181.87 $43.3K - $46.7K
257 $43.5M
SQ
Block, Inc.

Technology
508
New
$65.06 - $98.92 $33.1K - $50.3K
508 $43.2M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
250
New
$164.89 - $177.66 $41.2K - $44.4K
250 $41.2M
RTX
Raytheon Technologies Corp

Industrials
349
New
$114.45 - $127.21 $39.9K - $44.4K
349 $40.4M
AOR
Ishares Tr Core Growth Allocat

ETFs
676
New
$57.32 - $59.66 $38.7K - $40.3K
676 $38.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
559
New
$66.77 - $71.52 $37.3K - $40K
559 $38.5M
VIG
Vanguard Dividend Appreciation

ETFs
196
New
N/A
196 $38.3M
Orrstown Finl Svcs Inc
1.05K
New
N/A
1.05K $38.3M
RECS
Columbia ETF Tr I

ETFs
1.08K
New
$33.61 - $36.42 $36.2K - $39.2K
1.08K $37.2M
FTLS
First Tr Long/Short Equity ETF

ETFs
547
New
$63.1 - $67.29 $34.5K - $36.8K
547 $36M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
286
New
$121.89 - $135.52 $34.9K - $38.8K
286 $35.8M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
814
New
$42.7 - $46.33 $34.8K - $37.7K
814 $34.8M
BX
Blackstone Inc.

Financial Services
200
New
$148.45 - $199.05 $29.7K - $39.8K
200 $34.5M
BMY
Bristol Myers Squibb CO

Healthcare
608
New
$51.92 - $59.94 $31.6K - $36.4K
608 $34.4M
MU
Micron Technology Inc

Technology
400
New
$84.16 - $113.41 $33.7K - $45.4K
400 $33.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
432
New
$77.23 - $82.11 $33.4K - $35.5K
432 $33.6M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
566
New
$57.38 - $61.11 $32.5K - $34.6K
566 $33M
SNAP
Snap Inc

Communication Services
3K
New
$9.98 - $12.86 $29.9K - $38.6K
3K $32.3M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
581
New
$52.1 - $57.26 $30.3K - $33.3K
581 $30.3M
IEFA
Ishares Tr

ETFs
427
New
$70.06 - $77.43 $29.9K - $33.1K
427 $30M
WDC
Western Digital Corp

Technology
500
New
$59.62 - $73.43 $29.8K - $36.7K
500 $29.8M
FTC
First Tr Lge Cap Growth

ETFs
209
New
$130.13 - $149.09 $27.2K - $31.2K
209 $28.9M
T Rowe Price Growth ETF
731
New
N/A
731 $27.7M
VST
Vistra Corp.

Utilities
200
New
$115.74 - $166.61 $23.1K - $33.3K
200 $27.6M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
453
New
$60.51 - $65.57 $27.4K - $29.7K
453 $27.5M
MCD
Mcdonalds Corp

Consumer Cyclical
94
New
$288.47 - $316.54 $27.1K - $29.8K
94 $27.3M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
296
New
$90.74 - $103.94 $26.9K - $30.8K
296 $27M
PAAS
Pan American Silver Corp

Basic Materials
1.34K
New
$19.94 - $25.85 $26.6K - $34.5K
1.34K $27M
VFH
Vanguard Financial ETF

ETFs
218
New
$108.87 - $126.2 $23.7K - $27.5K
218 $25.7M
WOOD
Ishares Global Timber & Forest
323
New
N/A
323 $24.6M
Ishares Ai Invatn And Tec Act ETF
906
New
N/A
906 $24.5M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.1K
New
$19.51 - $23.42 $21.5K - $25.9K
1.1K $24.3M
IAT
Ishares Tr

ETFs
467
New
$46.07 - $56.9 $21.5K - $26.6K
467 $23.5M
NEM
Newmont Corp

Basic Materials
632
New
$37.0 - $58.68 $23.4K - $37.1K
632 $23.5M
NSC
Norfolk Southern Corp

Industrials
100
New
$230.6 - $277.0 $23.1K - $27.7K
100 $23.5M
LSAT
Two Rds Shared Tr Leadershares

ETFs
574
New
$40.12 - $43.62 $23K - $25K
574 $23.1M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
488
New
$46.63 - $47.41 $22.8K - $23.1K
488 $22.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
383
New
$58.88 - $64.8 $22.6K - $24.8K
383 $22.6M
Activity Summary
Buys All Purchases 360 New Holdings 360 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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