Holistic Planning, LLC

Q4 2024 13F Holdings

Location
Nacogdoches, TX
Holdings as of
12/31/2024
Value ($000)
$275,927
Num holdings
171
Date filed
1/24/2025
Form type
13F-HR
Prev filing
11/1/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type