Monterey Private Wealth, Inc.

Q2 2021 13F Holdings

Location
Monterey, CA
Holdings as of
6/30/2021
Value ($000)
$174,219
Num holdings
98
Date filed
8/30/2021
Form type
13F-HR
Prev filing
4/28/2021
Next filing
10/8/2021
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type