PRESILIUM PRIVATE WEALTH, LLC
Q4 2023 13F Holdings
Location
Radnor, PA
Holdings as of
12/31/2023
Value ($000)
$351,144
Num holdings
72
Date filed
1/10/2024
Form type
13F-HR
Prev filing
10/10/2023
Next filing
5/1/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type