Forbes Financial Planning, Inc. Options Holdings

Forbes Financial Planning, Inc.

  • $139 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $139 Million
  • Prior Value $127 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Forbes Financial Planning, Inc. Portfolio

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

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email