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
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4 - RESTATEMENT
2020 Q3
2020 Q2
2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type