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LIBERTY WEALTH MANAGEMENT LLC
Portfolio value
LIBERTY WEALTH MANAGEMENT LLC portfolio value
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$401,766
is the total value of the holdings LIBERTY WEALTH MANAGEMENT LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$401,766
Q3 2023
$404,747,701
Q2 2023
$484,598,515
Q1 2023
$374,958,000
Q3 2022
$246,529,000
Q2 2022
$277,083,000
Q1 2022
$2,304,249,000
Q4 2021
$280,335,000
Q3 2021
$257,188,000
Q2 2021
$204,769,000
Q1 2021
$204,340,000
Q4 2020
$169,638,000
Q3 2020
$142,124,000
Q2 2020
$114,476,000
Q1 2020
$126,909,000
Q4 2019
$105,691,000
Q3 2019
$114,033,000
Q2 2019
$132,794,000
Q1 2019
$134,097,000
Q4 2018