Plan A Wealth LLC

Q2 2025 13F Holdings

Location
Lincoln, NE
Holdings as of
6/30/2025
Value ($000)
$176,447
Num holdings
157
Date filed
11/6/2025
Form type
13F-HR
Prev filing
11/6/2025
Next filing
11/6/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type