Executive Wealth Management, LLC
Q3 2019 13F Detailed Holdings
Location
Brighton, MI
Holdings as of
9/30/2019
Value ($000)
$685,221
Num holdings
922
Date filed
10/30/2019
Form type
13F-HR
Prev filing
8/1/2019
Next filing
1/23/2020
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q3 2019 to
2024 Q3 - RESTATEMENT
2024 Q2 - RESTATEMENT
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1 - RESTATEMENT
2022 Q4
2022 Q3
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2022 Q1
2021 Q4
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2019 Q4
2019 Q3 - RESTATEMENT
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
ATRIA INVESTMENTS LLC
028-14921