Parkwoods Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$122M
Signature - Title
Christopher H. Gardner - CHIEF COMPLIANCE OFFICER/MEMBER
Location
Syracuse, NY
Summary
This page shows a list of all the recent 13F filings made by Parkwoods Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Parkwoods Wealth Partners, LLC reported 31 stock holdings with total value $122M as of Q3 2024. Top holdings included DFAT, DFUV, DFUS, DFIV, and DFAS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 31 $122M $0 $0 DFAT, DFUV, DFUS, DFIV, DFAS 13F-HR 11/7/2024, 08:22 AM