Heritage Financial Services, LLC

Q1 2024 13F Holdings

Location
Westwood, MA
Holdings as of
3/31/2024
Value ($000)
$672,109
Num holdings
104
Date filed
5/14/2024
Form type
13F-HR
Prev filing
2/2/2024
Next filing
7/23/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type