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Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
List All Filings | or | ||
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Most-Recent Filing: | ‘ADV-E’ — Certificate of Accounting of Client Securities and Funds in the Possession or Custody of an Investment Advisor — Form ADV-E — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||
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4/29/03 | OLD | ADV-E | Update: | Certificates of Accounting of Client Securities and Funds in the Possession or Custody of Investment Advisors — Form ADV-E OLD | 2 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
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10/23/23 | 9/30/23 | 611 | of | 1,126 | $24,538 |
| Chevy Chase Trust Holdings, LLC [ formerly Chevy Chase Trust Holdings, Inc. ] |
Year | # of Filings | |
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2003 | 1 | |
2002 | 1 |