TRANSCEND WEALTH COLLECTIVE, LLC

Q1 2020 13F Detailed Holdings

Location
Short Hills, NJ
Holdings as of
3/31/2020
Value ($000)
$333,523
Num holdings
210
Date filed
5/8/2020
Form type
13F-HR
Prev filing
2/19/2020
Next filing
8/5/2020
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 BLACKROCK INVESTMENT MANAGEMENT
2 WESTEND ADVISORS
3 SCHAFER CULLEN CAPITAL
4 LAZARD ASSET MANAGEMENT
5 LEGG MASON PRIVATE PORTFOLIOS
6 ALLIANZ GLOBAL INVESTORS US
7 ATRIA INVESTMENTS
8 WINSLOW CAPITAL MANAGEMENT
9 JP MORGAN INVESTMENT MANAGEMENT
10 NATIXIS ADVISORS
11 JANUS CAPITAL MANAGEMENT
12 PRINCIPAL GLOBAL INVESTORS
13 EATON VANCE MANAGEMENT
14 EARNEST PARTNERS
15 LORD ABBETT & CO
16 MILLER HOWARD INVESTMENTS