LWM Advisory Services, LLC

Q4 2023 13F Holdings

Location
Plantation, FL
Holdings as of
12/31/2023
Value ($000)
$113,747
Num holdings
80
Date filed
2/5/2024
Form type
13F-HR
Prev filing
11/2/2023
Next filing
5/9/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type