9258 Wealth Management, LLC
Q3 2024 13F Holdings
Location
Blue Ash, OH
Holdings as of
9/30/2024
Value ($000)
$676,506
Num holdings
356
Date filed
11/12/2024
Form type
13F-HR
Prev filing
8/2/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
2024 Q2
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2023 Q4 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type