WorthPointe, LLC
Q4 2021 13F Holdings
Location
La Jolla, CA
Holdings as of
12/31/2021
Value ($000)
$112,569
Num holdings
45
Date filed
4/6/2022
Form type
13F-HR
Prev filing
Next filing
5/4/2022
SEC
View on sec.gov
Compare Q4 2021 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type