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
2024 Q3
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type