CONCENTRIC WEALTH MANAGEMENT, LLC
Q2 2024 13F Holdings
Location
Lafayette, CA
Holdings as of
6/30/2024
Value ($000)
$383,542
Num holdings
135
Date filed
8/13/2024
Form type
13F-HR
Prev filing
5/8/2024
Next filing
11/12/2024
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type