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
SEC
View on sec.gov
Compare Q4 2023 to
2023 Q3
2023 Q2
2023 Q1 - RESTATEMENT
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3 - RESTATEMENT
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type