Selective Wealth Management, Inc.
Q1 2021 13F Holdings
Location
Lynchburg, VA
Holdings as of
3/31/2021
Value ($000)
$109,939
Num holdings
396
Date filed
4/9/2021
Form type
13F-HR
Prev filing
1/22/2021
Next filing
8/4/2021
SEC
View on sec.gov
Compare Q1 2021 to
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2021 Q2 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type