Investments & Financial Planning, LLC

Q1 2025 13F Holdings

Location
Lexington, KY
Holdings as of
3/31/2025
Value ($000)
$153,979
Num holdings
34
Date filed
4/30/2025
Form type
13F-HR
Prev filing
1/27/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type