BankPlus Wealth Management LLC

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Jackson, MS
CIK: 0002051117
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	104	134,184	IVV, JCPB, JPIE, AAPL	13F-HR	1/22/2025	000166773125000077