MA Private Wealth
Q4 2023 13F Holdings
Location
San Carlos, CA
Holdings as of
12/31/2023
Value ($000)
$469,362
Num holdings
76
Date filed
1/25/2024
Form type
13F-HR
Prev filing
10/27/2023
Next filing
4/30/2024
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2023 to
2024 Q3
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2023 Q4 - RESTATEMENT
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2019 Q4
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type