Wealth Group Ltd
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Eden Prairie, MN
CIK
0002010748
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
61
324,837
IVV, QUAL, IUSB, COWZ
13F-HR
5/13/2024
000201074824000001
Q4 2023
60
302,707
IVV, QUAL, IUSB, COWZ
13F-HR
2/7/2024
000201065624000002