THEORY FINANCIAL LLC
Q2 2023 13F Holdings
Location
Fort Collins, CO
Holdings as of
6/30/2023
Value ($000)
$173,700
Num holdings
60
Date filed
8/7/2023
Form type
13F-HR
Prev filing
5/12/2023
Next filing
11/14/2023
SEC
View on sec.gov
Compare Q2 2023 to
2023 Q4
2023 Q3
2023 Q1
2022 Q4
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type