Selective Wealth Management, Inc.
Q1 2022 13F Holdings
Location
Lynchburg, VA
Holdings as of
3/31/2022
Value ($000)
$275,915
Num holdings
747
Date filed
4/20/2022
Form type
13F-HR
Prev filing
1/18/2022
Next filing
7/28/2022
SEC
View on sec.gov
Compare Q1 2022 to
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2021 Q2 - RESTATEMENT
2021 Q1
2020 Q4
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type