Lakeshore Financial Planning, Inc.

Q2 2025 13F Holdings

Location
St. Clair Shores, MI
Holdings as of
6/30/2025
Value ($000)
$248,822
Num holdings
77
Date filed
7/14/2025
Form type
13F-HR
Prev filing
5/15/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type