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