Accretive Wealth Partners, LLC
Q4 2023 13F Holdings
Location
Parsippany, NJ
Holdings as of
12/31/2023
Value ($000)
$208,154
Num holdings
130
Date filed
2/6/2024
Form type
13F-HR
Prev filing
11/6/2023
Next filing
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2023 to
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 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type