KWB Wealth

Q1 2024 13F Holdings

Location
Redlands, CA
Holdings as of
3/31/2024
Value ($000)
$743,143
Num holdings
129
Date filed
4/19/2024
Form type
13F-HR
Prev filing
1/10/2024
Next filing
7/23/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type