Prepared Retirement Institute LLC
Q1 2024 13F Holdings
Location
Lansdale, PA
Holdings as of
3/31/2024
Value ($000)
$133,985
Num holdings
70
Date filed
2/13/2025
Form type
13F-HR
Prev filing
2/13/2025
Next filing
2/13/2025
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q4
2024 Q3
2024 Q2
2023 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type