Monterey Private Wealth, Inc.

Q4 2021 13F Holdings

Location
Monterey, CA
Holdings as of
12/31/2021
Value ($000)
$201,894
Num holdings
103
Date filed
1/18/2022
Form type
13F-HR
Prev filing
10/8/2021
Next filing
4/7/2022
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type