Superinvestors
Filers
Securities
Index
Dow
S&P 500
Nasdaq 100
Statistics
Watchlist
Sign in
Sign out
Filers
9258 Wealth Management, LLC
Portfolio value
9258 Wealth Management, LLC portfolio value
Add to watchlist
$514,417,216
is the total value of the holdings 9258 Wealth Management, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$514,417,216
Q3 2023
$531,409,504
Q2 2023
$495,132,136
Q1 2023
$462,084,185
Q4 2022
$391,102,000
Q3 2022
$389,930,000
Q2 2022
$431,111,000
Q1 2022
$436,061,000
Q4 2021
$374,567,000
Q3 2021
$371,491,000
Q2 2021
$333,038,000
Q1 2021
$306,800,000
Q4 2020
$264,642,000
Q3 2020
$246,774,000
Q2 2020
$227,462,000
Q1 2020
$272,776,000
Q4 2019
$128,246,000
Q3 2019
$124,124,000
Q2 2019
$117,687,000
Q1 2019
$103,554,000
Q4 2018