LWM ADVISORS INC

Q4 2024 13F Holdings

Location
El Dorado Hills, CA
Holdings as of
12/31/2024
Value ($000)
$99,635
Num holdings
25
Date filed
5/13/2025
Form type
13F-HR
Prev filing
Next filing
5/13/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type