ERTS Wealth Advisors, LLC (0001767602) Submits 13F-HR Form to SEC
In a recent 13F-HR filing, ERTS Wealth Advisors, LLC disclosed its holdings as of the reporting period, providing valuable insights into the investment decisions made by the firm. This filing is significant as it offers transparency into the firm’s portfolio composition, including details on the securities it holds, changes in holdings from the previous quarter, and the overall value of its investments. Investors and analysts often closely monitor such filings to gauge the investment strategies of institutional investors like ERTS Wealth Advisors, LLC.
ERTS Wealth Advisors, LLC is a financial advisory firm that manages investment portfolios for a diverse range of clients. With a focus on wealth management and financial planning, the firm aims to help clients achieve their financial goals through sound investment strategies. For more information on ERTS Wealth Advisors, LLC and the services they offer, please visit their website here.
The 13F-HR filing submitted by ERTS Wealth Advisors, LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The filing provides a snapshot of the firm’s investment holdings at the end of the quarter, offering transparency and insight into their investment decisions. Investors can use this information to track the firm’s performance and potentially gain valuable information for their own investment decisions.
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ERTS Wealth Advisors, LLC (0001767602) Files 13F-HR Form with SEC
