|
Q3 2023
|
272 |
2,332,164 |
13F-HR |
11/14/2023 |
000108514623004390 |
TIEDEMANN ADVISORS, LLC |
|
Q2 2023
|
255 |
2,351,771 |
13F-HR |
7/20/2023 |
000108514623002780 |
TIEDEMANN ADVISORS, LLC |
|
Q1 2023
|
247 |
2,200,922 |
13F-HR |
4/26/2023 |
000108514623001887 |
TIEDEMANN ADVISORS, LLC |
|
Q4 2022
|
241 |
2,087,714 |
13F-HR |
2/8/2023 |
000108514623000812 |
TIEDEMANN ADVISORS, LLC |
|
Q3 2022
|
232 |
1,649,423 |
13F-HR |
10/28/2022 |
000108514622003635 |
TIEDEMANN ADVISORS, LLC |
|
Q2 2022
|
232 |
1,328,711 |
13F-HR |
8/2/2022 |
000108514622002726 |
TIEDEMANN ADVISORS, LLC |
|
Q1 2022
|
286 |
1,968,270 |
13F-HR |
4/26/2022 |
000108514622001584 |
TIEDEMANN ADVISORS, LLC |
|
Q4 2021
|
278 |
2,051,040 |
13F-HR |
2/8/2022 |
000108514622000660 |
TIEDEMANN ADVISORS, LLC |
|
Q3 2021
|
296 |
1,876,727 |
13F-HR |
11/12/2021 |
000108514621003174 |
TIEDEMANN ADVISORS, LLC |
|
Q2 2021
|
359 |
2,496,349 |
13F-HR |
8/12/2021 |
000108514621002409 |
TIEDEMANN ADVISORS, LLC |
|
Q1 2021
|
329 |
2,283,187 |
13F-HR |
5/13/2021 |
000108514621001607 |
TIEDEMANN ADVISORS, LLC |
|
Q4 2020
|
315 |
2,066,100 |
13F-HR |
2/16/2021 |
000108514621000756 |
TIEDEMANN ADVISORS, LLC |
|
Q3 2020
|
313 |
2,070,471 |
13F-HR |
11/12/2020 |
000108514620002865 |
TIEDEMANN ADVISORS, LLC |
|
Q2 2020
|
293 |
1,882,175 |
RESTATEMENT |
11/12/2020 |
000108514620002867 |
TIEDEMANN ADVISORS, LLC |
|
Q2 2020
|
204 |
1,134,888 |
13F-HR |
8/5/2020 |
000108514620001999 |
TIEDEMANN ADVISORS, LLC |
|
Q1 2020
|
292 |
1,544,960 |
13F-HR |
5/7/2020 |
000108514620001320 |
TIEDEMANN ADVISORS, LLC |
|
Q4 2019
|
297 |
2,085,807 |
13F-HR |
2/12/2020 |
000108514620000597 |
TIEDEMANN ADVISORS, LLC |
|
Q3 2019
|
299 |
2,082,424 |
13F-HR |
11/6/2019 |
000108514619002745 |
TIEDEMANN ADVISORS, LLC |
|
Q2 2019
|
291 |
1,996,136 |
13F-HR |
8/13/2019 |
000108514619002248 |
TIEDEMANN ADVISORS, LLC |
|
Q1 2019
|
444 |
2,122,179 |
13F-HR |
5/13/2019 |
000108514619001491 |
TIEDEMANN ADVISORS, LLC |
|
Q4 2018
|
419 |
1,955,995 |
13F-HR |
2/13/2019 |
000108514619000622 |
TIEDEMANN ADVISORS, LLC |
|
Q3 2018
|
308 |
1,689,937 |
13F-HR |
11/13/2018 |
000108514618002628 |
TIEDEMANN ADVISORS, LLC |
|
Q2 2018
|
295 |
1,565,786 |
RESTATEMENT |
8/15/2018 |
000108514618002165 |
TIEDEMANN ADVISORS, LLC |
|
Q2 2018
|
295 |
1,565,786 |
13F-HR |
8/14/2018 |
000108514618002059 |
TIEDEMANN ADVISORS, LLC |
|
Q1 2018
|
264 |
1,461,946 |
13F-HR |
5/11/2018 |
000108514618001326 |
TIEDEMANN ADVISORS, LLC |
|
Q4 2017
|
223 |
1,307,310 |
13F-HR |
2/14/2018 |
000108514618000885 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q3 2017
|
343 |
1,112,643 |
RESTATEMENT |
11/28/2017 |
000108514617002512 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q3 2017
|
445 |
839,398 |
13F-HR |
11/13/2017 |
000108514617002264 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q2 2017
|
445 |
1,375,757 |
13F-HR |
8/14/2017 |
000121465917005043 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q1 2017
|
398 |
1,191,954 |
13F-HR |
5/9/2017 |
000121465917003122 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q4 2016
|
323 |
1,003,844 |
RESTATEMENT |
5/10/2017 |
000121465917003168 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q4 2016
|
323 |
1,003,844 |
13F-HR |
2/13/2017 |
000121465917001012 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q3 2016
|
129 |
480,681 |
13F-HR |
11/9/2016 |
000121465916014491 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q2 2016
|
57 |
104,122 |
13F-HR |
8/12/2016 |
000121465916013163 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q1 2016
|
61 |
126,331 |
13F-HR |
5/5/2016 |
000121465916011267 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q4 2015
|
56 |
259,473 |
13F-HR |
1/28/2016 |
000121465916009116 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q3 2015
|
45 |
129,682 |
13F-HR |
10/21/2015 |
000121465915007179 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q2 2015
|
31 |
97,611 |
13F-HR |
7/27/2015 |
000121465915005549 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q1 2015
|
24 |
54,668 |
13F-HR |
5/12/2015 |
000121465915003855 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q4 2014
|
29 |
63,595 |
13F-HR |
2/13/2015 |
000121465915001315 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q3 2014
|
39 |
48,867 |
13F-HR |
11/12/2014 |
000121465914007527 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q2 2014
|
38 |
42,665 |
13F-HR |
7/31/2014 |
000121465914005446 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q1 2014
|
29 |
31,422 |
13F-HR |
4/25/2014 |
000121465914003022 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
|
Q4 2013
|
26 |
30,245 |
13F-HR |
2/10/2014 |
000121465914001014 |
TIEDEMANN WEALTH MANAGEMENT, LLC |