Shared Vision Wealth Group LLC

Q2 2024 13F Holdings

Location
Carlsbad, X1
Holdings as of
6/30/2024
Value ($000)
$171,840
Num holdings
74
Date filed
7/23/2024
Form type
13F-HR
Prev filing
5/6/2024
Next filing
11/12/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type