Certus Wealth Management, LLC
Q3 2024 13F Holdings
Location
Redwood City, CA
Holdings as of
9/30/2024
Value ($000)
$143,682
Num holdings
51
Date filed
11/12/2024
Form type
13F-HR
Prev filing
8/2/2024
Next filing
SEC
View on sec.gov
Compare Q3 2024 to
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type