TRANSCEND WEALTH COLLECTIVE, LLC

Q4 2019 13F Detailed Holdings

Location
Short Hills, NJ
Holdings as of
12/31/2019
Value ($000)
$371,296
Num holdings
211
Date filed
2/19/2020
Form type
13F-HR
Prev filing
Next filing
5/8/2020
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 EATON VANCE
2 WINSLOW
3 LOOMIS SAYLES
4 NFJ
5 JPMORGAN
6 LAZARD
7 JANUS
8 ERNEST
9 BAHL & GAYNOR
10 PRINCIPAL
11 BLACKROCK
12 WESTEND
13 LEGGMASON CLEARBRIDGE
14 SHAFER CULLEN
15 LORD ABBETT
16 MILLER HOWARD