Shared Vision Wealth Group LLC

Q3 2024 13F Holdings

Location
Carlsbad, X1
Holdings as of
9/30/2024
Value ($000)
$187,163
Num holdings
72
Date filed
11/12/2024
Form type
13F-HR
Prev filing
7/23/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type