Selective Wealth Management, Inc.
Q3 2020 13F Holdings
Location
Lynchburg, VA
Holdings as of
9/30/2020
Value ($000)
$127,490
Num holdings
314
Date filed
10/21/2020
Form type
13F-HR
Prev filing
7/15/2020
Next filing
1/22/2021
SEC
View on sec.gov
Compare Q3 2020 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2 - RESTATEMENT
2021 Q1
2020 Q4
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q3
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type