Heritage Family Offices, LLP

Q4 2024 13F Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2024
Value ($000)
$200,400
Num holdings
184
Date filed
1/14/2025
Form type
13F-HR
Prev filing
10/16/2024
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type