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
2/13/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/6/2023
Next filing
5/6/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
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2024 Q1
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2023 Q1
2022 Q4
2022 Q3
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2021 Q4
2021 Q3
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2021 Q1
2020 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type