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  Name: Center for Financial Planning Inc.
  City: SOUTHFIED
  State: MI
  Zip: 48033
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $669,024,000
  Total Value Change : $124,863,000
  Securities Held Change : 84
   
All Securities Held : 608
  New Positions : 96
  Closed Positions : 14
  Increased Positions : 150
  Unchanged Positions : 302
  Decreased Positions : 60

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (WOR)1 Year Chart         WOR Worthington Industries Inc 581 Closed $58.88 $0 0 0% -29,000 -500 0    Steel & Iron
   (PKST)1 Year Chart         PKST Peakstone Realty Trust 612 Closed $14.90 $0 0 0% -5,000 -239 0    N/A
   (RENT)1 Year Chart         RENT Rent The Runway, Inc. 620 Closed $0.32 $0 0 0% 0 -525 0    N/A
   (RWR)1 Year Chart         RWR Dow Jones Wilshire REIT 611 Closed $91.17 $0 0 0% -18,000 -190 0    Closed - End Fund - E...
   (RMAX)1 Year Chart         RMAX RE/MAX Holdings Inc 619 Closed $8.73 $0 0 0% -27,000 -2,000 0    Property Management
   (BRCC)1 Year Chart         BRCC BRC Inc. 605 Closed $5.59 $0 0 0% -4,000 -1,000 0    N/A
   (WS)1 Year Chart         WS Worthington Steel, Inc. 618 Closed $32.09 $0 0 0% -14,000 -500 0    N/A
   (DOC)1 Year Chart         DOC Physicians Realty Trust 604 Closed $11.23 $0 0 0% -7,000 -540 0    N/A
   (HEI)1 Year Chart         HEI Heico Corp 617 Closed $212.84 $0 0 0% -125,000 -700 0    Aerospace/Defense Pro...
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 603 Closed $3.59 $0 0 0% -18,000 -1,718 0    Savings & Loans
   (OPEN)1 Year Chart         OPEN Opendoor Technologies Inc 615 Closed $0.00 $0 0 0% -9,000 -2,000 0    N/A
   (XSD)1 Year Chart         XSD streetTRACKS Series Trust -... 595 Closed $230.88 $0 0 0% -48,000 -212 0    Closed - End Fund - E...
   (JOBY)1 Year Chart         JOBY Joby Aviation, Inc 614 Closed $5.19 $0 0 0% -11,000 -1,582 0    N/A
   (ARVL)1 Year Chart         ARVL Arrival Group 621 Closed $0.05 $0 0 0% 0 -120 0    N/A

      14 Records Found
  1    
Page 1 of 1
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