Switch Point Financial Planning, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Switch Point Financial Planning, LLC

  • $104 Billion
  • Q4 2024
Number of Shares
18,261
Holding current value
$185 Million
% of portfolio
0.18%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
18,261 New
18,261 $185 Million
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