Wealth-Preservation-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
562
Total Value
58484130
Accession Number
0001968434-25-000002
Form Type
13F-HR
Manager Name
Wealth-Preservation-Advisors
Data Enrichment
83% identified
467 identified95 unidentified

Holdings

562 positions • $58.5M total value
Manager:
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98912M201
Shares:2.7K
Value:$0
% of Portfolio:0.0% ($0/$58.5M)
066483108
Shares:42.3K
Value:$0
% of Portfolio:0.0% ($0/$58.5M)