Monterey Private Wealth, Inc.
Q1 2024 13F Holdings
Location
Monterey, CA
Holdings as of
3/31/2024
Value ($000)
$249,107
Num holdings
112
Date filed
4/9/2024
Form type
13F-HR
Prev filing
1/12/2024
Next filing
7/8/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
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2023 Q1
2022 Q4
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2021 Q4
2021 Q3
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2021 Q1
2020 Q4 - RESTATEMENT
2020 Q3
2020 Q2
2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type