Monterey Private Wealth, Inc.

Q3 2023 13F Holdings

Location
Monterey, CA
Holdings as of
9/30/2023
Value ($000)
$198,889
Num holdings
95
Date filed
10/10/2023
Form type
13F-HR
Prev filing
7/11/2023
Next filing
1/12/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type