AVAII WEALTH MANAGEMENT, LLC

Q2 2023 13F Holdings

Location
Appleton, WI
Holdings as of
6/30/2023
Value ($000)
$130,221
Num holdings
140
Date filed
7/31/2023
Form type
13F-HR
Prev filing
4/10/2023
Next filing
10/24/2023
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type