9258 Wealth Management, LLC

Q4 2023 13F Holdings

Location
Blue Ash, OH
Holdings as of
12/31/2023
Value ($000)
$568,695
Num holdings
310
Date filed
2/13/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/8/2023
Next filing
5/3/2024
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type