Holistic Planning, LLC
Q1 2024 13F Holdings
Location
Nacogdoches, TX
Holdings as of
3/31/2024
Value ($000)
$131,015
Num holdings
118
Date filed
5/1/2024
Form type
13F-HR
Prev filing
2/14/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type