Certus Wealth Management, LLC
Q2 2024 13F Holdings
Location
Redwood City, CA
Holdings as of
6/30/2024
Value ($000)
$131,668
Num holdings
52
Date filed
8/2/2024
Form type
13F-HR
Prev filing
5/6/2024
Next filing
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type