THEORY FINANCIAL LLC
Q3 2023 13F Holdings
Location
Fort Collins, CO
Holdings as of
9/30/2023
Value ($000)
$170,520
Num holdings
67
Date filed
11/14/2023
Form type
13F-HR
Prev filing
8/7/2023
Next filing
2/7/2024
SEC
View on sec.gov
Compare Q3 2023 to
2023 Q4
2023 Q2
2023 Q1
2022 Q4
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type