9258 Wealth Management, LLC
Q3 2020 13F Holdings
Location
Blue Ash, OH
Holdings as of
9/30/2020
Value ($000)
$264,642
Num holdings
297
Date filed
11/13/2020
Form type
13F-HR
Prev filing
8/13/2020
Next filing
2/10/2021
SEC
View on sec.gov
Compare Q3 2020 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type