Highland Financial Advisors, LLC
Q1 2024 13F Holdings
Location
Wayne, NJ
Holdings as of
3/31/2024
Value ($000)
$249,876
Num holdings
54
Date filed
5/6/2024
Form type
13F-HR
Prev filing
1/18/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type