Wells Trecaso Financial Group, LLC

Q4 2021 13F Detailed Holdings

Location
Akron, OH
Holdings as of
12/31/2021
Value ($000)
$230,047
Num holdings
113
Date filed
1/31/2022
Form type
13F-HR
Prev filing
11/8/2021
Next filing
4/14/2022
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 Clearbridge Investments, LLC 028-11611
2 JENNISON ASSOCIATES LLC 028-00074
3 EAGLE ASSET MANAGEMENT INC 028-01666