DOPKINS WEALTH MANAGEMENT, LLC

Q2 2024 13F Holdings

Location
Williamsville, NY
Holdings as of
6/30/2024
Value ($000)
$164,498
Num holdings
82
Date filed
7/30/2024
Form type
13F-HR
Prev filing
5/6/2024
Next filing
11/6/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type