Bennett Associates Wealth Management
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Butler, PA
CIK
0002011901
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
38
110,770
FTCS, IEFA, GSLC, VO
13F-HR
4/22/2024
000108514624001969
Q4 2023
38
102,508
FTCS, IEFA, VO, GSLC
13F-HR
2/14/2024
000172554724000531