Consolidated-Planning

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
182
Total Value
726486581
Accession Number
0001667731-25-000476
Form Type
13F-HR
Manager Name
Consolidated-Planning
Data Enrichment
81% identified
147 identified35 unidentified

Holdings

182 positions • $726.5M total value
Manager:
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Page 10 of 10
ANALOG DEVICES INC
Shares:999
Value:$201.5K
% of Portfolio:0.0% ($201.5K/$726.5M)
FS Credit Opportunities Corp.
Shares:10.5K
Value:$74.3K
% of Portfolio:0.0% ($74.3K/$726.5M)