FMA Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Duxbury, MA
CIK
0002011155
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
40
120,676
VEA, IWF, BSV, IWD
13F-HR
4/29/2024
000195175724000398
Q4 2023
38
109,720
VEA, BSV, IWF, IWD
13F-HR
2/9/2024
000195175724000233