Highland Financial Advisors, LLC
Q3 2023 13F Holdings
Location
Wayne, NJ
Holdings as of
9/30/2023
Value ($000)
$193,137
Num holdings
44
Date filed
10/25/2023
Form type
13F-HR
Prev filing
7/13/2023
Next filing
1/18/2024
SEC
View on sec.gov
Compare Q3 2023 to
2023 Q4
2023 Q2
2023 Q1
2022 Q4
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2022 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type