Essential Planning, LLC.
Q4 2023 13F Holdings
Location
Portsmouth, NH
Holdings as of
12/31/2023
Value ($000)
$198,143
Num holdings
64
Date filed
2/13/2024
Form type
13F-HR
Prev filing
11/8/2023
Next filing
SEC
View on sec.gov
Compare Q4 2023 to
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type