Integris Wealth Management, LLC
Q3 2023 13F Holdings
Location
Monterey, CA
Holdings as of
9/30/2023
Value ($000)
$305,059
Num holdings
84
Date filed
11/8/2023
Form type
13F-HR
Prev filing
7/13/2023
Next filing
2/9/2024
SEC
View on sec.gov
Compare Q3 2023 to
2023 Q4
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type