Selective Wealth Management, Inc.
Q2 2021 13F Holdings
Location
Lynchburg, VA
Holdings as of
6/30/2021
Value ($000)
$125,493
Num holdings
509
Date filed
8/4/2021
Form type
13F-HR/A - RESTATEMENT
Prev filing
4/9/2021
Next filing
10/27/2021
SEC
View on sec.gov
Compare Q2 2021 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q1
2020 Q4
2020 Q3
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