Gray Private Wealth, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 23, 2024
Value $
$156M
Signature - Title
Stephen Kenney - Chief Compliance Officer
Location
150 Royall Street, Suite 102, Canton, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 39 $156M +$1.62M -$1.22M +$403K IVV, IWB, EFA, IWM, VNQ 13F-HR 7/23/2024, 03:40 PM
Q1 2024 37 $152M $0 $0 IVV, IWB, EFA, IWM, VNQ 13F-HR 4/22/2024, 10:33 AM