Comprehensive Financial Planning, Inc./Pa Advisorshares Tr Advisorshares Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 330 shares of CWS stock, worth $22,212. This represents 0.02% of its overall portfolio holdings.

Number of Shares
330
Previous 330 -0.0%
Holding current value
$22,212
Previous $23.1 Million 1.96%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$59.37 - $70.0 $59 - $70
1 Added 0.3%
330 $23.1 Million
Q1 2025

May 09, 2025
SELL
$63.1 - $68.75 $63 - $68
-1 Reduced 0.3%
329 $21.6 Million
Q4 2024

Jan 28, 2025
BUY
$64.77 - $71.56 $21,374 - $23,614
330 New
330 $21.3 Million

Others Institutions Holding CWS

# of Institutions
56
Shares Held
1M
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
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