Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $152 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Asset Planning Corporation Portfolio

Follow Asset Planning Corporation and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning Corporation, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning Corporation with notifications on news.