Connecticut Wealth Management, LLC
Q1 2024 13F Holdings
Location
Farmington, CT
Holdings as of
3/31/2024
Value ($000)
$1,879,144
Num holdings
322
Date filed
5/1/2024
Form type
13F-HR
Prev filing
2/6/2024
Next filing
8/13/2024
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type