PDS Planning, Inc

Q1 2023 vs. Q2 2024 13F Holdings

Period
Q1 2023
Q2 2024
Holdings as of
3/31/2023
6/30/2024
Value ($000)
$725,301
$991,154
Num holdings
305
396
Form type
13F-HR
13F-HR
Date filed
5/1/2023
8/7/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2023 Q2 2024 Diff Chg % Q1 2023 Q2 2024 Diff Chg %