Essential Planning, LLC.

Q4 2024 13F Holdings

Location
Portsmouth, NH
Holdings as of
12/31/2024
Value ($000)
$15,352,692
Num holdings
313
Date filed
2/10/2025
Form type
13F-HR
Prev filing
11/7/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type