Mark Sheptoff Financial Planning, LLC Closed Positions in Q4 2024

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Activity Summary
Buys All Purchases 84 New Holdings 27 Increased Positions 57 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email