Holistic Planning, LLC (0002005353) Submits 13F-HR Filing to SEC
Holistic Planning, LLC recently submitted its 13F-HR filing with the Securities and Exchange Commission, providing insight into the company’s investment activities. The significance of this filing lies in the transparency it offers to investors and the public regarding Holistic Planning, LLC’s holdings, including any changes made to its portfolio during the reporting period. By detailing its investments in various securities, this filing enables stakeholders to make informed decisions based on the company’s financial activities.
Holistic Planning, LLC is an investment firm that manages portfolios for individuals and institutions, focusing on holistic financial planning strategies. With a commitment to providing personalized and comprehensive financial solutions, the company aims to help clients achieve their long-term financial goals. For more information about Holistic Planning, LLC and its services, please visit their website at https://www.holisticplanningllc.com.
The 13F-HR form is a quarterly filing required by the SEC for institutional investment managers with assets under management above a certain threshold. This form discloses the company’s holdings of publicly traded securities, including stocks, options, and convertible bonds. By providing transparency into the investment activities of institutional managers like Holistic Planning, LLC, the 13F-HR filing promotes market integrity and helps investors make informed decisions based on the disclosed information.
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Holistic Planning, LLC (0002005353) Submits 13F-HR Filing: A Comprehensive Financial Report
