Spartan Planning & Wealth Management
Q3 2023 13F Holdings
Location
Greensboro, NC
Holdings as of
9/30/2023
Value ($000)
$85,337
Num holdings
162
Date filed
11/17/2023
Form type
13F-HR
Prev filing
2/1/2023
Next filing
3/12/2024
SEC
View on sec.gov
Compare Q3 2023 to
2023 Q4
2022 Q4
2022 Q3
2022 Q2
2022 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type