Bernardo Wealth Planning LLC
Q3 2024 13F Holdings
Location
Harleysville, PA
Holdings as of
9/30/2024
Value ($000)
$412,439
Num holdings
114
Date filed
10/18/2024
Form type
13F-HR
Prev filing
7/10/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
2024 Q2
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2023 Q4
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2022 Q1 - RESTATEMENT
2021 Q4
2021 Q3
2021 Q2
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2020 Q4
2020 Q3
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2019 Q4
2019 Q3
2019 Q2 - RESTATEMENT
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type