Wealth Group, Ltd.
Q3 2024 13F Holdings
Location
Raleigh, NC
Holdings as of
9/30/2024
Value ($000)
$321,561
Num holdings
107
Date filed
10/31/2024
Form type
13F-HR
Prev filing
8/13/2024
Next filing
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing,
see here
for detailed holdings broken out by other managers
This filing has been restated,
see here
for the amended filing
Compare Q3 2024 to
2024 Q3 - RESTATEMENT
2024 Q2
2024 Q1
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type