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
5/14/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type