Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001842362-24-000003
Filing Date
2024-07-17
Accepted
2024-07-17 10:35:01
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-07-17

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2060
2 pwa2q2413f.html INFORMATION TABLE  
2 pwa2q2413f.xml INFORMATION TABLE 67640
  Complete submission text file 0001842362-24-000003.txt   70927
Mailing Address 100 EUROPA DRIVE SUITE 390 CHAPEL HILL NC 27517
Business Address 100 EUROPA DRIVE SUITE 390 CHAPEL HILL NC 27517 919-929-4448
Phoenix Wealth Advisors (Filer) CIK: 0001842362 (see all company filings)

EIN.: 562130203 | State of Incorp.: NC | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20586 | Film No.: 241121272