Wallace Advisory Group, LLC
Q1 2024 13F Holdings
Location
Lafayette, CA
Holdings as of
3/31/2024
Value ($000)
$133,116
Num holdings
171
Date filed
4/12/2024
Form type
13F-HR
Prev filing
1/8/2024
Next filing
8/14/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
2024 Q2
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type