Heritage Financial Services, LLC

Q3 2022 13F Holdings

Location
Westwood, MA
Holdings as of
9/30/2022
Value ($000)
$164,763
Num holdings
62
Date filed
11/3/2022
Form type
13F-HR
Prev filing
7/19/2022
Next filing
1/27/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type