Monterey Private Wealth, Inc.

Q3 2024 13F Holdings

Location
Monterey, CA
Holdings as of
9/30/2024
Value ($000)
$293,534
Num holdings
124
Date filed
10/3/2024
Form type
13F-HR
Prev filing
7/8/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type