Windward Private Wealth Management Inc.

Q3 2022 vs. Q2 2023 13F Holdings

Period
Q3 2022
Q2 2023
Holdings as of
9/30/2022
6/30/2023
Value ($000)
$207,729
$225,714
Num holdings
48
46
Form type
13F-HR
13F-HR
Date filed
10/26/2022
7/20/2023
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2022 Q2 2023 Diff Chg % Q3 2022 Q2 2023 Diff Chg %