Lido Advisors, LLC

Q4 2023 13F Detailed Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2023
Value ($000)
$14,799,287
Num holdings
1,958
Date filed
2/14/2024
Form type
13F-HR
Prev filing
11/14/2023
Next filing
5/15/2024
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 Enterprise Trust & Investment Co 028-19560
2 Sargent Bickham Lagudis LLC
3 IDB Lido Wealth, LLC