Core Wealth Partners LLC

Q2 2023 13F Holdings

Location
Santa Rosa, CA
Holdings as of
6/30/2023
Value ($000)
$108,260
Num holdings
109
Date filed
8/11/2023
Form type
13F-HR
Prev filing
5/11/2023
Next filing
11/13/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type