Financial Plan, Inc. Options Holdings

Financial Plan, Inc.

  • $871 Billion
  • Q4 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $871 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 94 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Financial Plan, Inc. Portfolio

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

News

Stay updated on Financial Plan, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email