CONCENTRIC WEALTH MANAGEMENT, LLC
Q2 2023 13F Holdings
Location
Lafayette, CA
Holdings as of
6/30/2023
Value ($000)
$314,421
Num holdings
118
Date filed
8/8/2023
Form type
13F-HR
Prev filing
5/10/2023
Next filing
11/8/2023
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type