9258 Wealth Management, LLC
Q3 2022 13F Holdings
Location
Blue Ash, OH
Holdings as of
9/30/2022
Value ($000)
$391,102
Num holdings
321
Date filed
11/8/2022
Form type
13F-HR
Prev filing
8/4/2022
Next filing
2/3/2023
SEC
View on sec.gov
Compare Q3 2022 to
2023 Q4 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type