Heirloom Wealth Management

Q2 2024 13F Holdings

Location
Greenwood Village, CO
Holdings as of
6/30/2024
Value ($000)
$308,645
Num holdings
47
Date filed
7/31/2024
Form type
13F-HR
Prev filing
4/24/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type