Executive Wealth Management, LLC
Q1 2024 13F Holdings
Location
Brighton, MI
Holdings as of
3/31/2024
Value ($000)
$1,140,851
Num holdings
242
Date filed
5/13/2024
Form type
13F-HR
Prev filing
1/26/2024
Next filing
8/8/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3 - RESTATEMENT
2024 Q2 - RESTATEMENT
2023 Q4
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2023 Q2
2023 Q1 - RESTATEMENT
2022 Q4
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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