Shared Vision Wealth Group LLC

Q1 2024 13F Holdings

Location
Carlsbad, X1
Holdings as of
3/31/2024
Value ($000)
$160,165
Num holdings
75
Date filed
5/6/2024
Form type
13F-HR
Prev filing
2/7/2024
Next filing
7/23/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type