WALDEN WEALTH PARTNERS LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Beachwood, OH
CIK
0002015425
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
92
172,291
DFAC, MSFT, AGG, DFUS
13F-HR
4/10/2024
000175496024000130
Q4 2023
84
158,797
DFAC, MSFT, AGG, DFUS
13F-HR
3/14/2024
000175496024000102