Monterey Private Wealth, Inc. CITIGROUP GLOBAL MKTS HLDGS Transaction History

Monterey Private Wealth, Inc.

  • $293 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Feb 24, 2021
SELL
N/A
-14,375 Closed
0 $0
Q1 2020

Feb 24, 2021
BUY
N/A
2,994 Added 26.31%
14,375 $2,000
Q4 2019

Feb 24, 2021
BUY
N/A
11,381 New
11,381 $161,000
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email