Heritage Financial Services, LLC

Q3 2023 13F Holdings

Location
Westwood, MA
Holdings as of
9/30/2023
Value ($000)
$512,151
Num holdings
79
Date filed
10/19/2023
Form type
13F-HR
Prev filing
7/31/2023
Next filing
2/2/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type