9258 Wealth Management, LLC current holdings: USA Funds
9258 Wealth Management, LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY, ADVENT CONV & INCOME FD RT EXP 101724.
- SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY: Country of operation —; Class Money Market Fund; Shares 3,789,685; Value $3,789,685.
- ADVENT CONV & INCOME FD RT EXP 101724: Country of operation United States; Class Stock; Shares 59,548; Value $1,185.
Form 13F-HR as filed (SEC CIK 1766506): quarter ended 2024-09-30, filed 2024-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||