Core Wealth Management, Inc.
Q4 2023 13F Holdings
Location
Jupiter, FL
Holdings as of
12/31/2023
Value ($000)
$209,434
Num holdings
21
Date filed
2/2/2024
Form type
13F-HR
Prev filing
10/18/2023
Next filing
4/22/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q3
2023 Q2
2023 Q1
2022 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type