Smallwood Wealth Investment Management, LLC

Q3 2024 13F Holdings

Location
Red Bank, NJ
Holdings as of
9/30/2024
Value ($000)
$140,201
Num holdings
70
Date filed
10/16/2024
Form type
13F-HR
Prev filing
7/26/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type