WPWealth LLP
Q1 2023 13F Holdings
Location
Fort Worth, TX
Holdings as of
3/31/2023
Value ($000)
$216,563
Num holdings
45
Date filed
5/12/2023
Form type
13F-HR
Prev filing
1/31/2023
Next filing
10/12/2023
SEC
View on sec.gov
Compare Q1 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type