BKM Wealth Management, LLC
Q2 2024 13F Holdings
Location
Brookfield, WI
Holdings as of
6/30/2024
Value ($000)
$207,956
Num holdings
139
Date filed
7/24/2024
Form type
13F-HR
Prev filing
4/18/2024
Next filing
10/23/2024
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q3
2024 Q1
2023 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type