Phoenix Wealth Advisors

Q2 2024 13F Holdings

Location
Chapel Hill, NC
Holdings as of
6/30/2024
Value ($000)
$199,222
Num holdings
120
Date filed
7/17/2024
Form type
13F-HR
Prev filing
4/26/2024
Next filing
11/8/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type