BankPlus Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationjackson, MS
- CIK0002051117
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
104 | $134.19M | IVV, JCPB, JPIE, AAPL | 13F-HR | Jan 22, 2025 | 000166773125000077 |