SIMA Wealth Partners, LLC

Q3 2024 13F Holdings

Location
North Chesterfield, VA
Holdings as of
9/30/2024
Value ($000)
$115,152
Num holdings
142
Date filed
6/15/2026
Form type
13F-HR
Prev filing
6/15/2026
Next filing
6/15/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type