Center for Financial Planning, Inc.
Holdings in CZWI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,820 | 1,000 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $16,070 | 1,000 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $13,800 | 1,000 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $14,380 | 1,000 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $16,290 | 1,000 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $14,170 | 1,000 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $11,570 | 1,000 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $12,150 | 1,000 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $11,710 | 1,000 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $9,600 | 1,000 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $8,850 | 1,000 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $10,610 | 1,000 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $12,030 | 1,000 | Shares | Sole | 2023-01-27 |
| 2022-09-30 | $12,170 | 1,000 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $13,830 | 1,000 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $15,110 | 1,000 | Shares | Sole | 2022-05-03 |
| 2021-12-31 | $13,770 | 1,000 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $13,750 | 1,000 | Shares | Sole | 2021-10-27 |
| 2021-06-30 | $13,680 | 1,000 | Shares | Sole | 2021-07-29 |
| 2021-03-31 | $12,410 | 1,000 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $10,890 | 1,000 | Shares | Sole | 2021-02-09 |
| 2020-09-30 | $6,890 | 1,000 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $6,860 | 1,000 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $6,450 | 1,000 | Shares | Sole | 2020-05-11 |