Wealth Alliance
Q3 2020 13F Detailed Holdings
Location
Mellville, NY
Holdings as of
9/30/2020
Value ($000)
$278,205
Num holdings
335
Date filed
11/13/2020
Form type
13F-HR
Prev filing
8/14/2020
Next filing
2/11/2021
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q3 2020 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2 - RESTATEMENT
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3 - RESTATEMENT
2020 Q2
2020 Q1
2019 Q4 - RESTATEMENT
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
ATRIA INVESTMENTS LLC