Monterey Private Wealth, Inc.

Q1 2023 13F Holdings

Location
Monterey, CA
Holdings as of
3/31/2023
Value ($000)
$194,695
Num holdings
101
Date filed
4/6/2023
Form type
13F-HR
Prev filing
1/20/2023
Next filing
7/11/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type