Elk River Wealth Management, LLC

Q1 2024 vs. Q4 2024 13F Holdings

Period
Q1 2024
Q4 2024
Holdings as of
3/31/2024
12/31/2024
Value ($000)
$491,718
$552,267
Num holdings
97
99
Form type
13F-HR
13F-HR
Date filed
4/15/2024
2/3/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2024 Q4 2024 Diff Chg % Q1 2024 Q4 2024 Diff Chg %