Wrenne Financial Planning LLC (0002023054) Submits 13F-HR Form to SEC
In a recent 13F-HR filing, Wrenne Financial Planning LLC disclosed its holdings as of the reporting period. This filing is significant as it provides transparency into the investment activities of the company, including any changes in its portfolio composition. Investors and analysts often review 13F filings to gain insights into the strategies of institutional investors like Wrenne Financial Planning LLC.
Wrenne Financial Planning LLC is a financial planning company that offers services to individuals and institutions. With a focus on wealth management and investment planning, the company aims to help clients achieve their financial goals. To learn more about Wrenne Financial Planning LLC, visit their website here.
The 13F-HR form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses the manager’s holdings of publicly traded securities, providing valuable information to the public and regulators about the manager’s investment activities. By examining 13F filings, investors can track the investment decisions of institutional investors and gain insights into market trends.