Cerro Pacific Wealth Advisors LLC
Q2 2024 13F Holdings
Location
San Luis Obispo, CA
Holdings as of
6/30/2024
Value ($000)
$261,538
Num holdings
149
Date filed
8/9/2024
Form type
13F-HR
Prev filing
5/10/2023
Next filing
10/9/2024
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q3
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type