CM WEALTH ADVISORS LLC
Q4 2023 13F Holdings
Location
Beachwood, OH
Holdings as of
12/31/2023
Value ($000)
$232,617
Num holdings
75
Date filed
2/5/2024
Form type
13F-HR
Prev filing
11/16/2023
Next filing
SEC
View on sec.gov
Compare Q4 2023 to
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type