Team Financial Group, LLC
Q3 2024 13F Holdings
Location
Temecula, CA
Holdings as of
9/30/2024
Value ($000)
$168,152
Num holdings
36
Date filed
10/23/2024
Form type
13F-HR
Prev filing
8/13/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
2024 Q2
2024 Q1
2023 Q4
2023 Q3
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type