CONCENTRIC WEALTH MANAGEMENT, LLC
Q4 2019 13F Holdings
Location
Lafayette, CA
Holdings as of
12/31/2019
Value ($000)
$233,369
Num holdings
127
Date filed
2/10/2020
Form type
13F-HR
Prev filing
11/6/2019
Next filing
5/7/2020
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type