Core Wealth Management, Inc.
Q2 2024 13F Holdings
Location
Jupiter, FL
Holdings as of
6/30/2024
Value ($000)
$246,477
Num holdings
28
Date filed
7/25/2024
Form type
13F-HR
Prev filing
4/22/2024
Next filing
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type