Advisor OS, LLC

Q2 2024 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
6/30/2024
Value ($000)
$913,111
Num holdings
1,843
Date filed
8/5/2024
Form type
13F-HR
Prev filing
5/8/2024
Next filing
11/4/2024
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Ivanoff Wealth Management
2 Concordia Wealth Planning, LLC
3 INVESTMENT PLANNERS, INC.
4 MJP ASSOCIATES INC /ADV 028-20473
5 CWS Financial Advisors, LLC 028-20009
6 Roman Retirement Planning
7 CAFG Wealth Management 028-21611
8 Redwood Private Wealth
9 Taiko Private Wealth, LLC