Spartan Planning & Wealth Management
Q4 2022 13F Holdings
Location
Greensboro, NC
Holdings as of
12/31/2022
Value ($000)
$80,239
Num holdings
164
Date filed
2/1/2023
Form type
13F-HR
Prev filing
11/1/2022
Next filing
11/17/2023
SEC
View on sec.gov
Compare Q4 2022 to
2025 Q2
2025 Q1
2024 Q4
2023 Q4
2023 Q3
2022 Q3
2022 Q2
2022 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type