Daner Wealth Management, LLC

Q2 2025 13F Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2025
Value ($000)
$145,019
Num holdings
81
Date filed
8/13/2025
Form type
13F-HR
Prev filing
2/4/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type