CAPITAL PERFORMANCE ADVISORS LLP

Q4 2023 13F Holdings

Location
Walnut Creek, CA
Holdings as of
12/31/2023
Value ($000)
$231,362
Num holdings
79
Date filed
2/6/2024
Form type
13F-HR
Prev filing
11/2/2023
Next filing
4/26/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type