PROFESSIONAL PLANNING
Q4 2019 13F Holdings
Location
Thousand Oaks, CA
Holdings as of
12/31/2019
Value ($000)
$115,457
Num holdings
39
Date filed
1/14/2020
Form type
13F-HR
Prev filing
10/17/2019
Next filing
4/20/2020
SEC
View on sec.gov
Compare Q4 2019 to
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
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