Heritage Financial Services, LLC

Q2 2024 13F Holdings

Location
Westwood, MA
Holdings as of
6/30/2024
Value ($000)
$697,091
Num holdings
105
Date filed
7/23/2024
Form type
13F-HR
Prev filing
5/14/2024
Next filing
10/23/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type