Monterey Private Wealth, Inc.
Q3 2020 13F Holdings
Location
Monterey, CA
Holdings as of
9/30/2020
Value ($000)
$155,486
Num holdings
84
Date filed
2/24/2021
Form type
13F-HR
Prev filing
2/24/2021
Next filing
2/16/2021
SEC
View on sec.gov
Compare Q3 2020 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4 - RESTATEMENT
2020 Q2
2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type