PROFESSIONAL PLANNING
Q3 2021 13F Holdings
Location
Thousand Oaks, CA
Holdings as of
9/30/2021
Value ($000)
$209,397
Num holdings
124
Date filed
11/15/2021
Form type
13F-HR
Prev filing
8/16/2021
Next filing
SEC
View on sec.gov
Compare Q3 2021 to
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
2018 Q1
2017 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type