Certus Wealth Management, LLC
Q4 2023 13F Holdings
Location
Redwood City, CA
Holdings as of
12/31/2023
Value ($000)
$117,885
Num holdings
54
Date filed
2/13/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/2/2023
Next filing
5/6/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q3
2023 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type