WealthOne, LLC
Q3 2023 13F Holdings
Location
Albany, NY
Holdings as of
9/30/2023
Value ($000)
$247,634
Num holdings
85
Date filed
10/12/2023
Form type
13F-HR
Prev filing
7/24/2023
Next filing
SEC
View on sec.gov
Compare Q3 2023 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type