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DEFINED WEALTH MANAGEMENT, LLC
Portfolio value
DEFINED WEALTH MANAGEMENT, LLC portfolio value
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$117,244,130
is the total value of the holdings DEFINED WEALTH MANAGEMENT, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$117,244,130
Q3 2023
$118,528,786
Q2 2023
$107,101,990
Q1 2023
$106,445,350
Q4 2022
$91,796,000
Q3 2022
$97,564,000
Q2 2022
$113,739,000
Q1 2022
$122,313,000
Q4 2021
$112,797,000
Q3 2021
$112,505,000
Q2 2021
$105,494,000
Q1 2021
$101,337,000
Q4 2020