Center for Financial Planning Inc. now owns 8,508 shares of the cable giant’s stock worth $298,000 after acquiring an additional 558 shares during the period.

Source: https://www.americanbankingnews.com/2023/01/28/comcast-nasdaqcmcsa-given-new-38-00-price-target-at-rosenblatt-securities.html

Clear Perspectives Financial Planning LLC lifted its position in shares of Apple by 27.3% in the first quarter.

Source: https://www.americanbankingnews.com/2023/11/10/apple-inc-nasdaqaapl-shares-sold-by-wesleyan-assurance-society.html

Clear Perspectives Financial Planning LLC now owns 425 shares of the exchange traded fund’s stock worth $31,000 after buying an additional 330 shares during the last quarter.

Source: https://www.americanbankingnews.com/2023/04/07/cyndeo-wealth-partners-llc-buys-shares-of-3000-invesco-solar-etf-nysearcatan.html

Clear Perspectives Financial Planning LLC now owns 983 shares of the iPhone maker’s stock valued at $172,000 after buying an additional 211 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/10/20/apple-inc-nasdaqaapl-shares-acquired-by-aj-wealth-strategies-llc.html

Finally, Center for Financial Planning Inc. grew its position in Vanguard Value ETF by 4.2% during the 2nd quarter.

Source: https://www.etfdailynews.com/2023/11/14/cetera-investment-advisers-acquires-10872-shares-of-vanguard-value-etf-nysearcavtv/

Financial Planning & Information Services Inc. Sells 89 Shares of Fiserv, Inc.

Source: https://www.dailypolitical.com/2023/07/23/financial-planning-information-services-inc-has-342000-stock-holdings-in-abbvie-inc-nyseabbv.html

Intrepid Financial Planning Group LLC’s holdings in Amazon.com were worth $939,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/05/05/intrepid-financial-planning-group-llc-sells-4025-shares-of-amazon-com-inc-nasdaqamzn/

Is Financial Planning As Good As Couples Therapy?

Source: https://www.forbes.com/sites/bobcarlson/2023/02/19/know-the-risks-of-self-directed-iras/

Karen DeRose, president and managing partner with DeRose Financial Planning Group in Chicago, said she's starting to see a shift in confidence.

Source: https://abc7chicago.com/lending-tree-real-estate-home-owners-gender-pay-gap/12975013/

Mark Sheptoff Financial Planning LLC now owns 340 shares of the information services provider’s stock valued at $35,000 after purchasing an additional 200 shares during the last quarter.

Source: https://www.dailypolitical.com/2023/09/14/2028365-shares-in-alphabet-inc-nasdaqgoog-acquired-by-empower-advisory-group-llc.html

Schwab U.S. TIPS ETF Stake Boosted by Sensible Financial Planning & Management LLC.

Source: https://www.americanbankingnews.com/2023/06/25/copeland-capital-management-llc-acquires-18896-shares-of-nexstar-media-group-inc-nasdaqnxst.html

Sensible Financial Planning & Management LLC. now owns 108,788 shares of the company’s stock worth $15,693,000 after buying an additional 2,951 shares during the period.

Source: https://www.etfdailynews.com/2023/11/27/ishares-msci-usa-momentum-factor-etf-batsmtum-sets-new-1-year-high-at-151-31/

Treasure Coast Financial Planning now owns 483,063 shares of the company’s stock valued at $15,719,000 after purchasing an additional 15,213 shares during the period.

Source: https://www.etfdailynews.com/2023/10/05/accel-wealth-management-makes-new-579000-investment-in-spdr-portfolio-developed-world-ex-us-etf-nysearcaspdw/

Vanguard Growth ETF (NYSEARCA:VUG) Position Increased by Sterling Financial Planning Inc.

Source: https://www.americanbankingnews.com/2023/01/16/att-inc-nyset-shares-acquired-by-moneco-advisors-llc.html

Waller Financial Planning Group Inc. now owns 4,519 shares of the company’s stock worth $747,000 after acquiring an additional 66 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/12/26/brand-asset-management-group-inc-increases-holdings-in-vanguard-small-cap-value-etf-nysearcavbr/