M Holdings Securities, Inc.

Q1 2014 vs. Q2 2024 13F Holdings

Period
Q1 2014
Q2 2024
Holdings as of
3/31/2014
6/30/2024
Value ($000)
$95,332
$771,438
Num holdings
155
334
Form type
13F-HR
13F-HR
Date filed
5/12/2014
8/13/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2014 Q2 2024 Diff Chg % Q1 2014 Q2 2024 Diff Chg %