Connecticut Wealth Management, LLC
Q2 2023 13F Holdings
Location
Farmington, CT
Holdings as of
6/30/2023
Value ($000)
$1,438,130
Num holdings
263
Date filed
7/25/2023
Form type
13F-HR
Prev filing
4/18/2023
Next filing
10/19/2023
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type