Shared Vision Wealth Group LLC

Q4 2024 13F Holdings

Location
Carlsbad, X1
Holdings as of
12/31/2024
Value ($000)
$189,997
Num holdings
75
Date filed
2/6/2025
Form type
13F-HR
Prev filing
11/12/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type