Heritage Financial Services, LLC
Q4 2021 13F Holdings
Location
Westwood, MA
Holdings as of
12/31/2021
Value ($000)
$127,701
Num holdings
81
Date filed
8/26/2022
Form type
13F-HR
Prev filing
Next filing
8/30/2022
SEC
View on sec.gov
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type