Selective Wealth Management, Inc.
Holdings in MVO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,483 | 14,906 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $120,447 | 21,432 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $136,632 | 23,721 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $143,078 | 26,496 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $236,668 | 29,473 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $356,083 | 37,641 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $543,289 | 57,674 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $675,458 | 63,186 | Shares | Sole | 2024-04-11 |
| 2023-12-31 | $787,983 | 65,556 | Shares | Sole | 2024-01-05 |
| 2023-09-30 | $949,397 | 69,655 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $1,025,980 | 80,343 | Shares | Sole | 2023-07-11 |
| 2022-12-31 | $1,472,296 | 90,159 | Shares | Sole | 2023-01-23 |
| 2022-09-30 | $3,221,109 | 258,516 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $2,950,312 | 262,250 | Shares | Sole | 2022-07-28 |
| 2022-03-31 | $1,778,850 | 151,006 | Shares | Sole | 2022-04-20 |