Heirloom Wealth Management

Q4 2023 13F Holdings

Location
Greenwood Village, CO
Holdings as of
12/31/2023
Value ($000)
$260,567
Num holdings
52
Date filed
1/31/2024
Form type
13F-HR
Prev filing
10/23/2023
Next filing
4/24/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type