LWS Wealth Advisors, Inc. current holdings: USA Preferred Shares
LWS Wealth Advisors, Inc. reported $0.01 billion in preferred shares (listed in the US), 1 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are VRP.
- VRP: Country of operation —; Class VAR RATE PFD; Shares 343,633; Value $7,931,000.
Form 13F-HR as filed (SEC CIK 1801634): quarter ended 2023-12-31, filed 2024-02-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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