Certus Wealth Management, LLC
Q2 2023 13F Holdings
Location
Redwood City, CA
Holdings as of
6/30/2023
Value ($000)
$100,647
Num holdings
60
Date filed
8/10/2023
Form type
13F-HR
Prev filing
Next filing
11/2/2023
SEC
View on sec.gov
Compare Q2 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type