Selective Wealth Management, Inc.
Q3 2021 13F Holdings
Location
Lynchburg, VA
Holdings as of
9/30/2021
Value ($000)
$188,707
Num holdings
598
Date filed
10/27/2021
Form type
13F-HR
Prev filing
8/4/2021
Next filing
1/18/2022
SEC
View on sec.gov
Compare Q3 2021 to
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2021 Q2 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type