LWM Advisory Services, LLC

Q4 2023 vs. Q4 2024 13F Holdings

Period
Q4 2023
Q4 2024
Holdings as of
12/31/2023
12/31/2024
Value ($000)
$113,747
$143,825
Num holdings
80
95
Form type
13F-HR
13F-HR
Date filed
2/5/2024
2/3/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2023 Q4 2024 Diff Chg % Q4 2023 Q4 2024 Diff Chg %