QTR Family Wealth, LLC
Q2 2025 13F Holdings
Location
Lake Mary, FL
Holdings as of
6/30/2025
Value ($000)
$161,470
Num holdings
186
Date filed
7/18/2025
Form type
13F-HR
Prev filing
5/12/2025
Next filing
SEC
View on sec.gov
Compare Q2 2025 to
2025 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type