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Company Main View
Name:
ASSET PLANNING CORPORATION
City:
KNOXVILLE
State:
TN
Zip:
37923
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$136,967,000
Total Value Change :
$7,498,000
Securities Held Change :
0
All Securities Held :
41
New Positions
:
3
Closed Positions
:
3
Increased Positions
:
16
Unchanged Positions
:
8
Decreased Positions
:
14
Download
Free Registration Required For Full Results
Holdings Found :
3
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
NUE
Nucor Corp
44
Closed
$173.74
$0
0
0%
-546,000
-3,140
0
Steel & Iron
VBR
Vanguard Small Cap Val VIPER
43
Closed
$188.49
$0
0
0%
-213,000
-1,183
0
Closed - End Fund - E...
IJR
iShares Core S&P Small-Cap
42
Closed
$109.31
$0
0
0%
-280,000
-2,582
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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