KWB Wealth

Q4 2021 13F Holdings

Location
Redlands, CA
Holdings as of
12/31/2021
Value ($000)
$601,696
Num holdings
90
Date filed
2/2/2022
Form type
13F-HR
Prev filing
11/12/2021
Next filing
5/9/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type