9258 Wealth Management, LLC
Q1 2020 13F Holdings
Location
Blue Ash, OH
Holdings as of
3/31/2020
Value ($000)
$227,462
Num holdings
273
Date filed
5/5/2020
Form type
13F-HR
Prev filing
2/6/2020
Next filing
8/13/2020
SEC
View on sec.gov
Compare Q1 2020 to
2023 Q4 - RESTATEMENT
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2020 Q4
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type