MA Private Wealth
Q1 2023 13F Holdings
Location
San Carlos, CA
Holdings as of
3/31/2023
Value ($000)
$411,426
Num holdings
65
Date filed
5/4/2023
Form type
13F-HR
Prev filing
2/7/2023
Next filing
8/9/2023
SEC
View on sec.gov
Compare Q1 2023 to
2024 Q3
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2024 Q1
2023 Q4 - RESTATEMENT
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2022 Q1
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type