Heritage Financial Services, LLC

Q1 2023 13F Holdings

Location
Westwood, MA
Holdings as of
3/31/2023
Value ($000)
$458,816
Num holdings
78
Date filed
5/10/2023
Form type
13F-HR
Prev filing
1/27/2023
Next filing
7/31/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type