Convergent Wealth Advisors
Q3 2014 13F Holdings
Location
Potomac, MD
Holdings as of
9/30/2014
Value ($000)
$728,487
Num holdings
32
Date filed
11/12/2014
Form type
13F-HR
Prev filing
8/8/2014
Next filing
2/10/2015
SEC
View on sec.gov
Compare Q3 2014 to
2015 Q3
2015 Q2
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2014 Q4
2014 Q2
2014 Q1
2013 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type