NAPA WEALTH MANAGEMENT
Q4 2023 13F Holdings
Location
Napa, CA
Holdings as of
12/31/2023
Value ($000)
$184,286
Num holdings
109
Date filed
2/22/2024
Form type
13F-HR
Prev filing
Next filing
8/14/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type