Phoenix Wealth Advisors

Q4 2023 13F Holdings

Location
Chapel Hill, NC
Holdings as of
12/31/2023
Value ($000)
$143,570
Num holdings
111
Date filed
1/30/2024
Form type
13F-HR
Prev filing
11/6/2023
Next filing
4/26/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type