Number of Shares
25
Previous 35 28.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

SELL
N/A
-10 Reduced 28.57%
25 $0
Q3 2024

Oct 15, 2024

BUY
N/A
10 Added 40.0%
35 $0
Q4 2023

Jan 29, 2024

BUY
N/A
25 New
25 $0
Track This Portfolio

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, Inc. 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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.