Selective Wealth Management, Inc.
Q2 2023 13F Holdings
Location
Forest, VA
Holdings as of
6/30/2023
Value ($000)
$200,449
Num holdings
118
Date filed
7/11/2023
Form type
13F-HR
Prev filing
1/23/2023
Next filing
10/10/2023
SEC
View on sec.gov
Compare Q2 2023 to
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2021 Q2 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type