Advisor OS, LLC

Q3 2023 13F Holdings

Location
Chicago, IL
Holdings as of
9/30/2023
Value ($000)
$667,203
Num holdings
284
Date filed
11/2/2023
Form type
13F-HR
Prev filing
8/8/2023
Next filing
2/7/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type