Center for Financial Planning »

Hldgs shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hldgs by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $64k 1.3k 47.88
2023-12-31 $54k 1.3k 41.26
2023-09-30 $4.2k 100 42.30
2023-06-30 $5.5k 100 54.87

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Hldgs

Vanguard Group
PRIMECAP Management Company
BlackRock
Citadel Advisors
Susquehanna International
Geode Capital Management
Millennium Management
Morgan Stanley
Bank of America Corporation
Par Capital Management
Parallax Volatility Advisers
Dimensional Fund Advisors
FMR
Candlestick Capital Management
Newport Trust

View all funds holding Hldgs