Wells Trecaso Financial Group, LLC

Q2 2023 13F Detailed Holdings

Location
Akron, OH
Holdings as of
6/30/2023
Value ($000)
$232,453
Num holdings
112
Date filed
7/20/2023
Form type
13F-HR
Prev filing
4/20/2023
Next filing
10/23/2023
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