Monterey Private Wealth, Inc.

Q4 2020 13F Holdings

Location
Monterey, CA
Holdings as of
12/31/2020
Value
$147M
Num holdings
84
Date filed
2/11/2021
Form type
13F-HR
Prev filing
2/24/2021
Next filing
4/28/2021
SEC
View on sec.gov
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type