In a recent 13F-HR filing, Consilio Wealth Advisors, LLC disclosed its holdings as of the reporting period. The filing is significant as it provides insights into the investment decisions made by Consilio Wealth Advisors, LLC, a registered investment advisor based in the United States. By detailing the securities held, purchased, and sold during the period, the filing offers valuable information for investors and market analysts looking to understand the company’s investment strategy and market outlook.
Consilio Wealth Advisors, LLC is a well-established investment advisory firm that offers a range of wealth management services to its clients. With a focus on providing personalized financial solutions, the company aims to help individuals and families achieve their financial goals. To learn more about Consilio Wealth Advisors, LLC and its services, visit their official website here.
The 13F-HR filing submitted by Consilio 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 transparency into the company’s investment activities, including its holdings in various securities. Investors can use this information to track the company’s portfolio changes and make informed decisions based on the disclosed data.
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Consilio Wealth Advisors, LLC (Filer 0001908944) Submits 13F-HR Form to SEC
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