Phoenix Wealth Advisors
Q4 2024 13F Holdings
Location
Chapel Hill, NC
Holdings as of
12/31/2024
Value ($000)
$230,563
Num holdings
120
Date filed
1/17/2025
Form type
13F-HR
Prev filing
11/8/2024
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
2024 Q3
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2023 Q4
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2023 Q2
2023 Q1
2022 Q4
2022 Q3
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2022 Q1
2021 Q4
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2021 Q1
2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type