Lido Advisors, LLC

Q3 2024 13F Detailed Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2024
Value
$20.1B
Value excl. options
$13.3B
Num holdings
2,469
Date filed
11/14/2024
Form type
13F-HR
Prev filing
8/14/2024
Next filing
2/14/2025
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) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Enterprise Trust & Investment Co 028-19560
2 IDB Lido Wealth, LLC 028-24168
3 FIFTH AVENUE FAMILY OFFICE