LWM Advisory Services, LLC

Q2 2025 13F Holdings

Location
Plantation, FL
Holdings as of
6/30/2025
Value ($000)
$145,000
Num holdings
90
Date filed
8/14/2025
Form type
13F-HR
Prev filing
5/13/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type