Archvest Wealth Advisors, Inc.
Q2 2023 13F Holdings
Location
Walnut Creek, CA
Holdings as of
6/30/2023
Value ($000)
$121,907
Num holdings
47
Date filed
7/17/2023
Form type
13F-HR
Prev filing
5/2/2023
Next filing
11/7/2023
SEC
View on sec.gov
Compare Q2 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3 - NEW HOLDINGS
2023 Q3
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type