TFO Wealth Partners, LLC
Q4 2023 13F Holdings
Location
Maumee, OH
Holdings as of
12/31/2023
Value ($000)
$491,241,464
Num holdings
932
Date filed
2/12/2024
Form type
13F-HR
Prev filing
11/2/2023
Next filing
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2023 to
2023 Q4 - RESTATEMENT
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2022 Q4
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2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
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2020 Q2
2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type