Spartan Planning & Wealth Management
Q4 2023 13F Holdings
Location
Greensboro, NC
Holdings as of
12/31/2023
Value ($000)
$93,832
Num holdings
193
Date filed
3/12/2024
Form type
13F-HR
Prev filing
11/17/2023
Next filing
SEC
View on sec.gov
Compare Q4 2023 to
2023 Q3
2022 Q4
2022 Q3
2022 Q2
2022 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type