Core Wealth Partners LLC

Q3 2023 13F Holdings

Location
Santa Rosa, CA
Holdings as of
9/30/2023
Value ($000)
$110,057
Num holdings
108
Date filed
11/13/2023
Form type
13F-HR
Prev filing
8/11/2023
Next filing
2/7/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type