Heritage Financial Services, LLC
Q4 2023 13F Holdings
Location
Westwood, MA
Holdings as of
12/31/2023
Value ($000)
$587,779
Num holdings
99
Date filed
2/2/2024
Form type
13F-HR
Prev filing
10/19/2023
Next filing
SEC
View on sec.gov
Compare Q4 2023 to
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type