Monterey Private Wealth, Inc.
Q1 2020 13F Holdings
Location
Monterey, CA
Holdings as of
3/31/2020
Value ($000)
$117,187
Num holdings
63
Date filed
2/24/2021
Form type
13F-HR
Prev filing
2/24/2021
Next filing
2/24/2021
SEC
View on sec.gov
Compare Q1 2020 to
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2021 Q1
2020 Q4 - RESTATEMENT
2020 Q3
2020 Q2
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type