Monterey Private Wealth, Inc.

Q4 2023 13F Holdings

Location
Monterey, CA
Holdings as of
12/31/2023
Value ($000)
$221,520
Num holdings
105
Date filed
1/12/2024
Form type
13F-HR
Prev filing
10/10/2023
Next filing
4/9/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type