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
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type