Executive Wealth Management, LLC
Q4 2023 13F Holdings
Location
Brighton, MI
Holdings as of
12/31/2023
Value ($000)
$1,062,658
Num holdings
215
Date filed
1/26/2024
Form type
13F-HR
Prev filing
11/7/2023
Next filing
5/13/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3 - RESTATEMENT
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2019 Q2
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type