Holistic Financial Partners
Q1 2022 13F Holdings
Location
Indianapolis, IN
Holdings as of
3/31/2022
Value ($000)
$157,350
Num holdings
116
Date filed
5/13/2022
Form type
13F-HR
Prev filing
2/11/2022
Next filing
8/2/2022
SEC
View on sec.gov
Compare Q1 2022 to
2023 Q4 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type