Wealth Forward, LLC

Q4 2023 13F Detailed Holdings

Location
Fargo, ND
Holdings as of
12/31/2023
Value ($000)
$118,368
Num holdings
30
Date filed
2/21/2024
Form type
13F-HR
Prev filing
Next filing
5/7/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None