Topel & Distasi Wealth Management, LLC

Q4 2023 13F Holdings

Location
Berkeley, CA
Holdings as of
12/31/2023
Value
$211M
Num holdings
72
Date filed
1/16/2024
Form type
13F-HR
Prev filing
11/6/2023
Next filing
5/6/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type