Nvest Financial, LLC

Q1 2024 13F Holdings

Location
Portsmouth, NH
Holdings as of
3/31/2024
Value ($000)
$150,097
Num holdings
80
Date filed
4/18/2024
Form type
13F-HR
Prev filing
1/22/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type