Smallwood Wealth Investment Management, LLC

Q2 2023 13F Holdings

Location
Red Bank, NJ
Holdings as of
6/30/2023
Value ($000)
$112,181
Num holdings
63
Date filed
7/17/2023
Form type
13F-HR
Prev filing
4/25/2023
Next filing
10/31/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type