Selective Wealth Management, Inc.
Q4 2023 13F Holdings
Location
Forest, VA
Holdings as of
12/31/2023
Value ($000)
$198,557
Num holdings
87
Date filed
1/5/2024
Form type
13F-HR
Prev filing
10/10/2023
Next filing
4/11/2024
SEC
View on sec.gov
Compare Q4 2023 to
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2021 Q2 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type