Financial Planners of Cleveland
Latest statistics and disclosures from Financial Planners of Cleveland's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Financial Planners of Cleveland's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: VTV (-$41M), AGG (-$30M), VTI (-$22M), , MUB (-$14M), , , IWM (-$11M), JPST (-$11M), FBND (-$10M).
- Sold out of its positions in GOOG, GOOGL, AMZN, AAPL, Athersys, BRK.A, BRK.B, CAT, CVX, FBND.
- Financial Planners of Cleveland was a net seller of stock by $-238M.
- Central Index Key (CIK): 0001890391
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Portfolio Holdings for Financial Planners of Cleveland
Financial Planners of Cleveland holds 1 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amr | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Financial Planners of Cleveland
SEC 13F filings are viewable for Financial Planners of Cleveland going back to 2021
- Financial Planners of Cleveland 2022 Q2 filed Aug. 10, 2022
- Financial Planners of Cleveland 2022 Q1 filed April 14, 2022
- Financial Planners of Cleveland 2021 Q4 filed Feb. 14, 2022