Core Wealth Partners LLC

Q4 2023 13F Holdings

Location
Santa Rosa, CA
Holdings as of
12/31/2023
Value ($000)
$122,033
Num holdings
118
Date filed
2/7/2024
Form type
13F-HR
Prev filing
11/13/2023
Next filing
4/19/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type