KWB Wealth

Q3 2021 13F Holdings

Location
Redlands, CA
Holdings as of
9/30/2021
Value ($000)
$563,008
Num holdings
86
Date filed
11/12/2021
Form type
13F-HR
Prev filing
8/10/2021
Next filing
2/2/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type