MA Private Wealth
Q3 2025 13F Holdings
Location
San Carlos, CA
Holdings as of
9/30/2025
Value ($000)
$594,697
Num holdings
80
Date filed
11/5/2025
Form type
13F-HR
Prev filing
7/24/2025
Next filing
SEC
View on sec.gov
Compare Q3 2025 to
2025 Q2
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type