Heritage Family Offices, LLP

Q2 2024 13F Holdings

Location
Scottsdale, AZ
Holdings as of
6/30/2024
Value ($000)
$180,179
Num holdings
168
Date filed
8/1/2024
Form type
13F-HR
Prev filing
Next filing
10/16/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type