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  Name: Life Planning Partners Inc
  City: JACKSONVILLE
  State: FL
  Zip: 32217
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $100,409,000
  Total Value Change : $-1,220,000
  Securities Held Change : -202
   
All Securities Held : 61
  New Positions : 2
  Closed Positions : 204
  Increased Positions : 21
  Unchanged Positions : 16
  Decreased Positions : 22

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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
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 52 New $160.75 $292,000 1,603 0.29% 292,000 1,603 0    Drug Manufacturers - ...
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 55 New $0.00 $276,000 10,314 0.27% 276,000 10,314 0.001    N/A

      2 Records Found
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