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Holdings
Monterey Private Wealth, Inc.
Changes:
All
|
New
|
Increased
|
Decreased
|
Sold Out
Portfolio as of:
Most recent
09/30/2023
06/30/2023
12/31/2022
09/30/2022
06/30/2022
12/31/2021
09/30/2021
06/30/2021
03/31/2021
12/31/2020
09/30/2020
06/30/2020
03/31/2020
12/31/2019
Name
Ticker
Class
Shares
Change
Value
Change
% Port
% OS
Hist
Date
INVESCO EXCH TRD SLF IDX FD
BSCN
Common
9,452
9,452
200,672,000
200,672,000
0.10
Hist
09/30/2023
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