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Asset Planning Inc’s Citigroup C Stock Holding History

Asset Planning Inc’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$687K Hold
8,070
– – 0.52% 40
2025
Q1 		$573K Buy
+8,070
New +$573K 0.45% 41