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Company Main View
Name:
Investments & Financial Planning LLC
City:
LEXINGTON
State:
KY
Zip:
40509
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$145,914,000
Total Value Change :
$12,377,000
Securities Held Change :
1
All Securities Held :
33
New Positions
:
2
Closed Positions
:
1
Increased Positions
:
14
Unchanged Positions
:
4
Decreased Positions
:
13
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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
SCHG
Schwab Strategic Trust
32
New
$95.92
$219,000
2,363
0.15%
219,000
2,363
0
Closed - End Fund - Debt
DIS
Walt Disney Co
33
New
$101.76
$207,000
1,691
0.14%
207,000
1,691
0
Entertainment - Diver...
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
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