GOLDEN ROAD ADVISORS LLC

Q2 2024 13F Detailed Holdings

Location
Tampa, FL
Holdings as of
6/30/2024
Value ($000)
$121,263
Num holdings
36
Date filed
7/31/2024
Form type
13F-HR
Prev filing
4/18/2024
Next filing
10/28/2024
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 Federated Investments
2 Columbia Threadneedle
3 Jennison Associates
4 Freedom UMA
5 Boston Partners Gobal Investments
6 Parametric Portfolio Association
7 Atlantic Capital Management Co
8 Eagle Asset Management