KWB Wealth

Q2 2024 13F Holdings

Location
Redlands, CA
Holdings as of
6/30/2024
Value ($000)
$726,966
Num holdings
129
Date filed
7/23/2024
Form type
13F-HR
Prev filing
4/19/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type