9258 Wealth Management, LLC
Q4 2021 13F Holdings
Location
Blue Ash, OH
Holdings as of
12/31/2021
Value ($000)
$436,061
Num holdings
370
Date filed
2/11/2022
Form type
13F-HR
Prev filing
11/12/2021
Next filing
5/13/2022
SEC
View on sec.gov
Compare Q4 2021 to
2023 Q4 - RESTATEMENT
2023 Q3
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2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
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