STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Q1 2025 13F Holdings
Location
Appleton, WI
Holdings as of
3/31/2025
Value ($000)
$94,661
Num holdings
72
Date filed
5/15/2025
Form type
13F-HR
Prev filing
2/13/2025
Next filing
SEC
View on sec.gov
Compare Q1 2025 to
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type