Heritage Financial Services, LLC

Q1 2022 13F Holdings

Location
Westwood, MA
Holdings as of
3/31/2022
Value ($000)
$152,960
Num holdings
79
Date filed
8/30/2022
Form type
13F-HR
Prev filing
8/26/2022
Next filing
7/19/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type