PROFESSIONAL PLANNING
Q2 2021 13F Holdings
Location
Thousand Oaks, CA
Holdings as of
6/30/2021
Value ($000)
$217,780
Num holdings
130
Date filed
8/16/2021
Form type
13F-HR
Prev filing
5/14/2021
Next filing
11/15/2021
SEC
View on sec.gov
Compare Q2 2021 to
2021 Q3
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type