BSW Wealth Partners

Q3 2023 vs. Q2 2024 13F Holdings

Period
Q3 2023
Q2 2024
Holdings as of
9/30/2023
6/30/2024
Value ($000)
$449,503
$609,453
Num holdings
247
296
Form type
13F-HR
13F-HR
Date filed
10/27/2023
7/16/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2023 Q2 2024 Diff Chg % Q3 2023 Q2 2024 Diff Chg %