Monterey Private Wealth, Inc.

Q4 2022 13F Holdings

Location
Monterey, CA
Holdings as of
12/31/2022
Value ($000)
$185,283
Num holdings
99
Date filed
1/20/2023
Form type
13F-HR
Prev filing
10/11/2022
Next filing
4/6/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type