PROFESSIONAL PLANNING
Q1 2018 13F Holdings
Location
Thousand Oaks, CA
Holdings as of
3/31/2018
Value ($000)
$58,746
Num holdings
28
Date filed
6/20/2018
Form type
13F-HR
Prev filing
6/18/2018
Next filing
7/19/2018
SEC
View on sec.gov
Compare Q1 2018 to
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2017 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type