Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $115 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, 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 Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.