PlanVest Financial, Inc reported 565 holdings worth US$131M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed May 14, 2026
PlanVest Financial, Inc reported 565 holdings worth US$131M as of Mar 31, 2026. Filed May 14, 2026 (Form 13F).
- Holdings
- 565
- Value as reported
- US$131M