Heritage Financial Services, LLC

Q4 2024 13F Holdings

Location
Westwood, MA
Holdings as of
12/31/2024
Value ($000)
$753,004
Num holdings
117
Date filed
1/23/2025
Form type
13F-HR
Prev filing
10/23/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type