TRANSCEND WEALTH COLLECTIVE, LLC

Q2 2020 13F Detailed Holdings

Location
Short Hills, NJ
Holdings as of
6/30/2020
Value ($000)
$307,354
Num holdings
114
Date filed
8/5/2020
Form type
13F-HR
Prev filing
5/8/2020
Next filing
11/13/2020
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 55I LLC
3 WESTEND ADVISORS LLC
4 SCHAFER CULLEN CAPITAL MANAGEMENT
5 LEGG MASON PRIVATE PORTFOLIO G
6 ATRIA INVESTMENTS LLC
7 JP MORGAN INVESTMENT MGT
8 LAZARD ASSET MANAGEMENT LLC
9 ALLIANZ GLOBAL INVESTORS US LLC
10 NATIXIS ADVISORS LP
11 WINSLOW CAPITAL MANAGEMENT
12 EATON VANCE MANAGEMENT
13 EARNEST PARTNERS LLC
14 LORD ABBETT & CO LLC
15 JANUS CAPITAL MANAGEMENT
16 MILLER HOWARD INVESTMENTS INC