Charles Carroll Financial Partners, LLC
Q1 2023 13F Holdings
Location
Kingston, MA
Holdings as of
3/31/2023
Value ($000)
$65,254
Num holdings
36
Date filed
5/8/2023
Form type
13F-HR
Prev filing
2/9/2023
Next filing
8/14/2023
SEC
View on sec.gov
Compare Q1 2023 to
2023 Q4
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2023 Q2
2022 Q4
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2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type