Heritage Financial Services, LLC

Q4 2022 13F Holdings

Location
Westwood, MA
Holdings as of
12/31/2022
Value ($000)
$395,034
Num holdings
74
Date filed
1/27/2023
Form type
13F-HR
Prev filing
11/3/2022
Next filing
5/10/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type