DELAP WEALTH ADVISORY, LLC

Q3 2023 13F Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2023
Value ($000)
$103,459
Num holdings
54
Date filed
12/11/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
8/8/2023
Next filing
2/14/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type