Aegis Wealth Management LLC
Q4 2024 13F Holdings
Location
Bethesda, MD
Holdings as of
12/31/2024
Value ($000)
$147,819
Num holdings
109
Date filed
3/7/2025
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type