WPWealth LLP
Q1 2024 13F Holdings
Location
Fort Worth, TX
Holdings as of
3/31/2024
Value ($000)
$387,050
Num holdings
63
Date filed
5/16/2024
Form type
13F-HR
Prev filing
2/9/2024
Next filing
8/8/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
2024 Q2
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type