Smith & Howard Wealth Management, LLC

Q1 2024 13F Detailed Holdings

Location
Atlanta, GA
Holdings as of
3/31/2024
Value
$324M
Value excl. options
$323M
Num holdings
77
Date filed
4/15/2024
Form type
13F-HR
Prev filing
2/1/2024
Next filing
7/16/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None