LWM Advisory Services, LLC

Q3 2023 13F Holdings

Location
Plantation, FL
Holdings as of
9/30/2023
Value ($000)
$93,262
Num holdings
146
Date filed
11/2/2023
Form type
13F-HR
Prev filing
8/7/2023
Next filing
2/5/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type