Montis Financial, LLC

Q3 2023 13F Holdings

Location
Waltham, MA
Holdings as of
9/30/2023
Value ($000)
$149,306
Num holdings
65
Date filed
10/31/2023
Form type
13F-HR
Prev filing
7/31/2023
Next filing
2/6/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type