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
ET
Energy Transfer LP

Energy
1.13K
New
$16.05 - $19.86 $18.2K - $22.5K
1.13K $22.2M
TGRW
T Rowe Price Exchange Traded F

Technology
550
New
$37.03 - $41.54 $20.4K - $22.8K
550 $21.9M
JNJ
Johnson & Johnson

Healthcare
150
New
$143.34 - $165.86 $21.5K - $24.9K
150 $21.7M
ALGT
Allegiant Travel CO

Industrials
228
New
$55.0 - $94.12 $12.5K - $21.5K
228 $21.4M
CWS
Advisorshares Tr Advisorshares

ETFs
330
New
$64.77 - $71.56 $21.4K - $23.6K
330 $21.3M
PAVE
Global X Fds Us Infrastructure

ETFs
482
New
$40.41 - $45.95 $19.5K - $22.1K
482 $19.5M
TDIV
First Trust Nasdaq Technology

ETFs
245
New
$78.03 - $82.13 $19.1K - $20.1K
245 $19.2M
Lynas Rare Earths Ordf
4.5K
New
N/A
4.5K $17.9M
AVEM
American Centy ETF Tr Avantis

ETFs
300
New
$58.59 - $66.14 $17.6K - $19.8K
300 $17.6M
F
Ford Motor CO

Consumer Cyclical
1.75K
New
$9.69 - $11.4 $16.9K - $19.9K
1.75K $17.3M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
500
New
$32.82 - $45.55 $16.4K - $22.8K
500 $16.7M
VEA
Vanguard Ftse Developed Market

ETFs
342
New
$47.57 - $52.44 $16.3K - $17.9K
342 $16.4M
XLV
Select Sector Spdr Fund Health

ETFs
119
New
$136.28 - $154.74 $16.2K - $18.4K
119 $16.4M
WMT
Walmart Inc.

Consumer Defensive
180
New
$79.1 - $95.7 $14.2K - $17.2K
180 $16.3M
PFE
Pfizer Inc

Healthcare
599
New
$24.8 - $30.19 $14.9K - $18.1K
599 $15.9M
UNH
Unitedhealth Group Inc

Healthcare
31
New
$485.52 - $625.25 $15.1K - $19.4K
31 $15.7M
SOFI
So Fi Technologies, Inc.

Financial Services
1K
New
$7.63 - $16.88 $7.63K - $16.9K
1K $15.4M
TRV
Travelers Companies, Inc.

Financial Services
63
New
$225.97 - $266.66 $14.2K - $16.8K
63 $15.2M
GSIT
Gsi Technology Inc

Technology
5K
New
$2.51 - $3.95 $12.5K - $19.8K
5K $15.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
576
New
$25.79 - $80.4 $14.9K - $46.3K
576 $15M
Linde PLC F
34
New
N/A
34 $14.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
322
New
$43.84 - $48.76 $14.1K - $15.7K
322 $14.2M
VONE
Vanguard Russell 1000 ETF

ETFs
51
New
$257.18 - $277.76 $13.1K - $14.2K
51 $13.6M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
150
New
$86.15 - $94.34 $12.9K - $14.2K
150 $13.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
122
New
$106.56 - $113.11 $13K - $13.8K
122 $13M
DFAS
Dimensional ETF Tr U S Small C

ETFs
195
New
$63.58 - $71.15 $12.4K - $13.9K
195 $12.7M
CCL
Carnival Corp

Consumer Cyclical
500
New
$17.34 - $26.8 $8.67K - $13.4K
500 $12.5M
VBR
Vanguard Small Cap Value ETF

ETFs
62
New
$197.36 - $217.3 $12.2K - $13.5K
62 $12.4M
PLD
Prologis, Inc.

Real Estate
116
New
$101.4 - $126.96 $11.8K - $14.7K
116 $12.3M
RIOT
Riot Blockchain, Inc.

Technology
1.2K
New
$7.08 - $14.97 $8.5K - $18K
1.2K $12.3M
HBI
Hanesbrands Inc.

Consumer Cyclical
1.5K
New
$6.91 - $8.91 $10.4K - $13.4K
1.5K $12.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
236
New
$50.37 - $50.6 $11.9K - $11.9K
236 $11.9M
GLD
Spdr Gold Trust

ETFs
48
New
$236.59 - $257.5 $11.4K - $12.4K
48 $11.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
112
New
$95.27 - $107.82 $10.7K - $12.1K
112 $11.6M
VTWV
Vanguard Russell 2000 Value Et

ETFs
80
New
$143.69 - $159.92 $11.5K - $12.8K
80 $11.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
61
New
$183.23 - $199.79 $11.2K - $12.2K
61 $11.3M
DUK
Duke Energy Corp

Utilities
104
New
$105.76 - $120.76 $11K - $12.6K
104 $11.2M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
432
New
$24.66 - $27.63 $10.7K - $11.9K
432 $10.9M
ORGN
Origin Materials, Inc.

Basic Materials
8.52K
New
$0.96 - $1.48 $8.18K - $12.6K
8.52K $10.9M
PH
Parker Hannifin Corp

Industrials
17
New
$621.74 - $709.46 $10.6K - $12.1K
17 $10.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
151
New
$67.29 - $73.38 $10.2K - $11.1K
151 $10.3M
DIS
Walt Disney CO

Communication Services
90
New
$92.39 - $117.6 $8.32K - $10.6K
90 $10.1M
NDAQ
Nasdaq, Inc.

Financial Services
129
New
$70.87 - $83.05 $9.14K - $10.7K
129 $10M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
216
New
$45.07 - $47.1 $9.74K - $10.2K
216 $9.76M
Celestica Inc Fclass Equity
104
New
N/A
104 $9.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
129
New
$47.29 - $84.74 $6.1K - $10.9K
129 $9.55M
XLP
Consumer Staples Sector Spdr

ETFs
120
New
N/A
120 $9.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
150
New
$61.68 - $67.87 $9.25K - $10.2K
150 $9.35M
Jpmorgan U S Tech Leaders ETF Iv
121
New
N/A
121 $9.16M
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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