Monterey Private Wealth, Inc.
Q3 2021 13F Holdings
Location
Monterey, CA
Holdings as of
9/30/2021
Value ($000)
$178,144
Num holdings
98
Date filed
10/8/2021
Form type
13F-HR
Prev filing
8/30/2021
Next filing
1/18/2022
SEC
View on sec.gov
Compare Q3 2021 to
2024 Q1
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2022 Q4
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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