Core Wealth Partners LLC

Q2 2024 13F Holdings

Location
Santa Rosa, CA
Holdings as of
6/30/2024
Value ($000)
$146,354
Num holdings
147
Date filed
8/13/2024
Form type
13F-HR
Prev filing
4/19/2024
Next filing
11/4/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type