WMG Financial Advisors, LLC

Q3 2023 13F Holdings

Location
Knoxville, TN
Holdings as of
9/30/2023
Value ($000)
$117,738
Num holdings
99
Date filed
11/14/2023
Form type
13F-HR
Prev filing
8/3/2023
Next filing
2/8/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type