MA Private Wealth
Q2 2023 13F Holdings
Location
San Carlos, CA
Holdings as of
6/30/2023
Value ($000)
$431,228
Num holdings
69
Date filed
8/9/2023
Form type
13F-HR
Prev filing
5/4/2023
Next filing
10/27/2023
SEC
View on sec.gov
Compare Q2 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
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2022 Q1
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2020 Q4
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type