Monterey Private Wealth, Inc.
Q4 2020 13F Holdings
Location
Monterey, CA
Holdings as of
12/31/2020
Value ($000)
$173,486
Num holdings
91
Date filed
2/16/2021
Form type
13F-HR/A - RESTATEMENT
Prev filing
2/24/2021
Next filing
4/28/2021
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type