Certus Wealth Management, LLC
Q3 2023 13F Holdings
Location
Redwood City, CA
Holdings as of
9/30/2023
Value ($000)
$104,580
Num holdings
54
Date filed
11/2/2023
Form type
13F-HR
Prev filing
8/10/2023
Next filing
2/13/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type