Align Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q4 2022 - Jan 9, 2023
Value $
$117M
Signature - Title
William Brian Puckett - Managing Member/CCO
Location
13921 Quail Pointe Dr., Oklahoma City, OK
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 219 $117M $0 $0 DFAC, VGLT, DFAT, MUB, DFAX 13F-HR 1/9/2023, 04:57 PM