PDS Planning, Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$1.13B
Signature - Title
Kurt M. Brown - Chief Compliance Officer
Location
Dublin, OH
Summary
This page shows a list of all the recent 13F filings made by PDS Planning, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PDS Planning, Inc reported 444 stock holdings with total value $1.13B as of Q4 2024. Top holdings included IVV, VEA, AGG, VO, and VIG.
Holdings Value