Wealth Group, Ltd.
Q3 2024 13F Detailed 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 broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q3 2024 to
2024 Q3 - RESTATEMENT
2024 Q2
2024 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
SEI