Montis Financial, LLC

Q4 2023 13F Holdings

Location
Waltham, MA
Holdings as of
12/31/2023
Value ($000)
$168,203
Num holdings
74
Date filed
2/6/2024
Form type
13F-HR
Prev filing
10/31/2023
Next filing
4/16/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type