WALDEN WEALTH PARTNERS LLC

13F Portfolio Filings

Most recent 13F
Q2 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
Q2 2024 87 179,152 DFAC, MSFT, AGG, DFUS 13F-HR 7/10/2024 000175496024000221
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