Beverly Hills Private Wealth, LLC

Q4 2023 13F Holdings

Location
Beverly Hills, CA
Holdings as of
12/31/2023
Value ($000)
$382,985
Num holdings
339
Date filed
1/29/2024
Form type
13F-HR
Prev filing
11/8/2023
Next filing
5/8/2024
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