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
 View chart

Past Filings by Financial Planners of Cleveland

SEC 13F filings are viewable for Financial Planners of Cleveland going back to 2021