9258 Wealth Management, LLC
Q1 2024 13F Holdings
Location
Blue Ash, OH
Holdings as of
3/31/2024
Value ($000)
$642,082
Num holdings
347
Date filed
5/3/2024
Form type
13F-HR
Prev filing
2/13/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4 - RESTATEMENT
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2020 Q4
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2019 Q4
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type