Showing options holdings,
see here
for stock holdings
Planned Solutions, Inc. Q1 2021 Portfolio
Planned Solutions, Inc. didn't report any options holdings as of Q1 2021.
Check stock holdings.
Filing 2021 Q1 compared to 2020 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Catherine Dunnam
CCO
Folsom, California
29 Apr 2021
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