Smallwood Wealth Investment Management, LLC

Q1 2024 13F Holdings

Location
Red Bank, NJ
Holdings as of
3/31/2024
Value ($000)
$129,003
Num holdings
67
Date filed
4/24/2024
Form type
13F-HR
Prev filing
1/23/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type