PROFESSIONAL PLANNING
Q4 2018 13F Holdings
Location
Thousand Oaks, CA
Holdings as of
12/31/2018
Value ($000)
$73,358
Num holdings
30
Date filed
1/28/2019
Form type
13F-HR
Prev filing
10/19/2018
Next filing
5/8/2019
SEC
View on sec.gov
Compare Q4 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 Q3
2018 Q2
2018 Q1
2017 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type