Wells Trecaso Financial Group, LLC

Q3 2023 13F Detailed Holdings

Location
Akron, OH
Holdings as of
9/30/2023
Value ($000)
$224,873
Num holdings
108
Date filed
10/23/2023
Form type
13F-HR
Prev filing
7/20/2023
Next filing
1/19/2024
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 Clearbridge Investments, LLC 028-11611
2 JENNISON ASSOCIATES LLC 028-00074
3 EAGLE ASSET MANAGEMENT INC 028-01666