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  Name: Laurel Wealth Planning LLC
  City: EDINA
  State: MN
  Zip: 55435
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $150,532,000
  Total Value Change : $9,283,000
  Securities Held Change : 1
   
All Securities Held : 53
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 15
  Unchanged Positions : 9
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New 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
   (MINO)1 Year Chart         MINO Pimco Municipal Income Oppo... 42 New $0.00 $382,000 8,374 0.25% 382,000 8,374 0.093    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 53 New $169.42 $205,000 1,128 0.14% 205,000 1,128 0    Drug Manufacturers - ...

      2 Records Found
  1    
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