Monterey Private Wealth, Inc.

Q2 2024 13F Holdings

Location
Monterey, CA
Holdings as of
6/30/2024
Value ($000)
$267,488
Num holdings
118
Date filed
7/8/2024
Form type
13F-HR
Prev filing
4/9/2024
Next filing
10/3/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type