Portfolio Holdings & Fund Performance - 9258 Wealth Management LLC

List of all securities held by 9258 Wealth Management LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter. The table below are the quarterly holdings reports filed by the company.
  2. Include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
  3. Include total shares owned, as well the security's market value if available.
  4. Portfolio values with missing quarterly reports are assigned zero.
  5. Shares are not adjusted for stock split. Therefore, in the money flow chart, you may see spikes due to abnormal changes in the number of shares.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2023Q3
Report Date: 2023-11-08 15:55:00
Total Holdings: 323
Assets Under Management (AUM) :
$514,417,216 ($514.42M)
Reporting Manager: Andy Armstrong
Title: CCO
Address:

4420 COOPER RD
BLUE ASH, OH 45242

Additional Information:

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