Surevest, LLC
Q2 2021 13F Holdings
Location
Los Angeles, CA
Holdings as of
6/30/2021
Value ($000)
$383,675
Num holdings
99
Date filed
8/5/2021
Form type
13F-HR
Prev filing
4/19/2021
Next filing
10/12/2021
SEC
View on sec.gov
Compare Q2 2021 to
2022 Q3
2022 Q2
2022 Q1
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2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type