BEACON FINANCIAL PLANNING, INC
Q1 2024 13F Holdings
Location
Hyannis, MA
Holdings as of
3/31/2024
Value ($000)
$143,222
Num holdings
36
Date filed
4/22/2024
Form type
13F-HR
Prev filing
1/29/2024
Next filing
7/18/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
2024 Q2
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type