Center For Financial Planning, Inc. Closed Holding Positions

Center For Financial Planning, Inc.

  • $736 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AME
Ametek Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
5
$107.14 - $134.38 $536 - $672
AEP
American Electric Power CO Inc

Utilities
Q2 2022 Filed on Aug 12, 2022
250
$88.41 - $104.49 $22.1K - $26.1K
Draftkings Inc
Q2 2022 Filed on Aug 12, 2022
427
N/A
Cerner Corp
Q2 2022 Filed on Aug 12, 2022
12,000
N/A
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q2 2022 Filed on Aug 12, 2022
817
$44.47 - $53.65 $36.3K - $43.8K
AES
Aes Corp

Utilities
Q2 2022 Filed on Aug 12, 2022
347
$18.91 - $26.22 $6.56K - $9.1K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
721
$34.79 - $41.7 $25.1K - $30.1K
VLDR
Velodyne Lidar, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
175
$0.96 - $2.67 $168 - $467
RVIC
Retail Value Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
12
$1.02 - $3.2 $12.2 - $38.4
PLUG
Plug Power Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
20
$13.45 - $31.75 $269 - $635
Discovery Inc
Q2 2022 Filed on Aug 12, 2022
40
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
120
$23.08 - $25.81 $2.77K - $3.1K
DJP
Barclays Bank PLC

ETFs
Q2 2022 Filed on Aug 12, 2022
29
$34.8 - $41.2 $1.01K - $1.19K
BKF
Ishares Mcsi Bic ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
566
$33.5 - $40.54 $19K - $22.9K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
6
$102.2 - $137.05 $613 - $822
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
52
$175.67 - $240.27 $9.13K - $12.5K
AWAY
ETF Managers Tr Etfmg Travel T

ETFs
Q1 2022 Filed on May 03, 2022
118
$20.06 - $26.26 $2.37K - $3.1K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
Q1 2022 Filed on May 03, 2022
167
$64.8 - $70.77 $10.8K - $11.8K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q1 2022 Filed on May 03, 2022
271
$47.94 - $55.97 $13K - $15.2K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
Q1 2022 Filed on May 03, 2022
806
$48.94 - $60.42 $39.4K - $48.7K
BBAX
J P Morgan Betabuilders Develo

ETFs
Q1 2022 Filed on May 03, 2022
196
$51.05 - $56.36 $10K - $11K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2022 Filed on May 03, 2022
100
$21.6 - $27.79 $2.16K - $2.78K
ENV
Envestnet, Inc.

Technology
Q1 2022 Filed on May 03, 2022
110
$66.01 - $80.6 $7.26K - $8.87K
LNC
Lincoln National Corp

Financial Services
Q1 2022 Filed on May 03, 2022
163
$58.17 - $74.39 $9.48K - $12.1K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 03, 2022
167
$42.87 - $50.75 $7.16K - $8.48K
Nuance Communications Inc
Q1 2022 Filed on May 03, 2022
540
N/A
Xilinx Inc
Q1 2022 Filed on May 03, 2022
200
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2022 Filed on May 03, 2022
52
$58.18 - $67.99 $3.03K - $3.54K
SHV
Ishares Tr

ETFs
Q1 2022 Filed on May 03, 2022
58
$110.22 - $110.4 $6.39K - $6.4K
NWSA
News Corp

Communication Services
Q1 2022 Filed on May 03, 2022
12
$20.28 - $23.68 $243 - $284
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2022 Filed on May 03, 2022
4
$282.48 - $354.98 $1.13K - $1.42K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2022 Filed on May 03, 2022
1,347
$25.9 - $29.13 $34.9K - $39.2K
Ihs Markit LTD
Q1 2022 Filed on May 03, 2022
2,323
N/A
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on May 03, 2022
7
$270.99 - $346.41 $1.9K - $2.42K
IR
Ingersoll Rand Inc.

Industrials
Q1 2022 Filed on May 03, 2022
18
$44.9 - $60.74 $808 - $1.09K
ASML
Asml Holding Nv

Technology
Q1 2022 Filed on May 03, 2022
1
$573.04 - $797.49 $573 - $797
RWX
Spdr Dow Jones International R

ETFs
Q1 2022 Filed on May 03, 2022
1,256
$31.71 - $35.64 $39.8K - $44.8K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 03, 2022
80
$44.64 - $55.71 $3.57K - $4.46K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2022 Filed on May 03, 2022
4,617
$71.88 - $80.4 $332K - $371K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 08, 2022
12
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2021 Filed on Feb 08, 2022
1
$5.96 - $6.63 $5.96 - $6.63
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 08, 2022
200
$34.93 - $62.68 $6.99K - $12.5K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q4 2021 Filed on Feb 08, 2022
700
$6.02 - $7.22 $4.21K - $5.05K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Feb 08, 2022
50
$145.8 - $156.8 $7.29K - $7.84K
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Feb 08, 2022
15
$74.14 - $83.05 $1.11K - $1.25K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
11
$163.95 - $199.06 $1.8K - $2.19K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
87
$34.22 - $42.01 $2.98K - $3.65K
GTHX
G1 Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 08, 2022
101
$10.16 - $16.17 $1.03K - $1.63K
CTRA
Coterra Energy Inc.

Energy
Q4 2021 Filed on Feb 08, 2022
1
$19.0 - $22.77 $19 - $22.8
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