Smallwood Wealth Investment Management, LLC

Q3 2023 13F Holdings

Location
Red Bank, NJ
Holdings as of
9/30/2023
Value ($000)
$109,881
Num holdings
62
Date filed
10/31/2023
Form type
13F-HR
Prev filing
7/17/2023
Next filing
1/23/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type