Center for Financial Planning, Inc.
Holdings in CCLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,738 | 5,390 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $17,301 | 5,390 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $12,720 | 5,390 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $7,492 | 5,390 | Shares | Sole | 2025-04-22 |