West Financial Advisors, LLC
Q2 2023 13F Holdings
Location
Des Moines, IA
Holdings as of
6/30/2023
Value ($000)
$406,353
Num holdings
187
Date filed
7/7/2023
Form type
13F-HR
Prev filing
4/18/2023
Next filing
10/10/2023
SEC
View on sec.gov
Compare Q2 2023 to
2024 Q1
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2022 Q2
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2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type