Monterey Private Wealth, Inc.
Q1 2021 13F Holdings
Location
Monterey, CA
Holdings as of
3/31/2021
Value ($000)
$181,683
Num holdings
97
Date filed
4/28/2021
Form type
13F-HR
Prev filing
2/16/2021
Next filing
8/30/2021
SEC
View on sec.gov
Compare Q1 2021 to
2024 Q1
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2021 Q4
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2020 Q4 - RESTATEMENT
2020 Q3
2020 Q2
2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type