Monterey Private Wealth, Inc.
Q4 2019 13F Holdings
Location
Monterey, CA
Holdings as of
12/31/2019
Value ($000)
$124,621
Num holdings
81
Date filed
2/24/2021
Form type
13F-HR
Prev filing
Next filing
2/24/2021
SEC
View on sec.gov
Compare Q4 2019 to
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2020 Q4 - RESTATEMENT
2020 Q3
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type