Northwest Financial Advisors
Q1 2024 13F Holdings
Location
Herndon, VA
Holdings as of
3/31/2024
Value ($000)
$136,158
Num holdings
819
Date filed
5/9/2024
Form type
13F-HR
Prev filing
2/7/2024
Next filing
1/27/2025
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q1 2024 to
2024 Q4
2024 Q3
2024 Q2 - RESTATEMENT
2024 Q1 - RESTATEMENT
2023 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type