9258 Wealth Management, LLC
Q3 2019 13F Holdings
Location
Blue Ash, OH
Holdings as of
9/30/2019
Value ($000)
$128,246
Num holdings
183
Date filed
11/7/2019
Form type
13F-HR
Prev filing
8/7/2019
Next filing
2/6/2020
SEC
View on sec.gov
Compare Q3 2019 to
2023 Q4 - RESTATEMENT
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2019 Q4
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type