SpringVest Wealth Management LLC

Q1 2025 13F Holdings

Location
Dallas, TX
Holdings as of
3/31/2025
Value ($000)
$120,610
Num holdings
56
Date filed
5/6/2025
Form type
13F-HR
Prev filing
3/10/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type