Circle Wealth Management, LLC
Q2 2023 13F Holdings
Location
Summit, NJ
Holdings as of
6/30/2023
Value ($000)
$756,056
Num holdings
159
Date filed
8/11/2023
Form type
13F-HR
Prev filing
5/9/2023
Next filing
11/14/2023
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type