Q3 2024 13F Detailed Holdings
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Location
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Scottsdale, AZ
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Holdings as of
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9/30/2024
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Value ($000)
-
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Num holdings
-
-
Date filed
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11/13/2024
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Form type
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13F-HR
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Next filing
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Note
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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 |
OSAIC WEALTH, INC. |
|
| 12 |
LADENBURG THALMANN ASSET MANAGEMENT |
028-13809 |
| 14 |
ARBOR POINT ADVISORS, LLC |
028-16922 |
| 16 |
Osaic Advisory Services, LLC |
028-17514 |
| 18 |
American Portfolios Advisors |
028-22891 |
| 4 |
OSAIC INSTITUTIONS, INC. |
028-23275 |
| 32 |
OSAIC FA, INC. |
028-17547 |
| 37 |
OSAIC FS, INC. |
028-17548 |