Form-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
62
Total Value
736028916
Accession Number
0001667731-25-000490
Form Type
13F-HR
Manager Name
Form-Wealth-Advisors
Data Enrichment
81% identified
50 identified12 unidentified

Holdings

62 positions • $736.0M total value
Manager:
Search and click to pin securities to the top
Page 4 of 4
EXELON CORP
Shares:4.4K
Value:$205.0K
% of Portfolio:0.0% ($205.0K/$736.0M)
COHEN & STEERS TOTAL RETURN REALTY FUND INC
Shares:10.8K
Value:$130.7K
% of Portfolio:0.0% ($130.7K/$736.0M)