Maxwell Wealth Strategies Inc.
Q3 2024 13F Holdings
Location
Pleasanton, CA
Holdings as of
9/30/2024
Value ($000)
$235,289
Num holdings
106
Date filed
11/6/2024
Form type
13F-HR
Prev filing
8/12/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
2024 Q2
2024 Q1
2023 Q4
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type