List of top 200 securities held by Monterey Private Wealth Inc.:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-01-16 18:11:40
Total Holdings: 138
Assets Under Management (AUM) :
$301,792,000 ($301.79M)
Reporting Manager: Steven C. Merrell
Address:
2340 GARDEN ROAD, STE 202
MONTEREY, CA 93940
Since : total money flow = , gains and losses =
×