TRANSCEND WEALTH COLLECTIVE, LLC

Q3 2020 13F Detailed Holdings

Location
Short Hills, NJ
Holdings as of
9/30/2020
Value ($000)
$549,659
Num holdings
269
Date filed
11/13/2020
Form type
13F-HR
Prev filing
8/5/2020
Next filing
2/12/2021
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 55I LLC
2 ALLIANZ GLOBAL INVESTORS
3 ATRIA INVESTMENTS
4 BLACKROCK
5 EARNEST PARTNERS
6 EATON VANCE
7 JANUS CAPITAL MANAGEMENT
8 JP MORGAN INVESTMENT MANAGEMENT
9 LAZARD
10 LEGG MASON
11 LORD ABBETT
12 MILLER HOWARD INVESTMENTS
13 NATIXIS ADVISORS
14 SCHAFER CULLEN CAPITAL MANAGEMENT
15 WESTEND
16 WINSLOW CAPITAL MANAGEMENT