Wells Trecaso Financial Group, LLC 

OH

  SEC # 1737987

        

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No  Owner Relationships  (where the Issuers of the  Wells Trecaso Financial Group, LLC-owned  securities are...)

        

but there are...  Recent Holdings Reports for this and 3 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
4/24/24			3/31/24				119		$283,056		OH	Wells Trecaso Financial Group, LLC
							18		$1,005		NY	Clearbridge Investments, LLC
							3		$56		FL	Eagle Asset Management Inc.
							17		$929		NY	Jennison Associates LLC
1/19/24			12/31/23				112		$248,076		OH	Wells Trecaso Financial Group, LLC
											and 3 Other Managers
10/24/23			9/30/23				108		$225		OH	Wells Trecaso Financial Group, LLC
											and 3 Other Managers
7/20/23			6/30/23				112		$232		OH	Wells Trecaso Financial Group, LLC
											and 3 Other Managers
4/20/23			3/31/23				106		$7,480		OH	Wells Trecaso Financial Group, LLC
											and 3 Other Managers
1/27/23			12/31/22				106		$6,315		OH	Wells Trecaso Financial Group, LLC
											and 3 Other Managers
10/24/22			9/30/22				99		$182		OH	Wells Trecaso Financial Group, LLC
											and 3 Other Managers
7/27/22			6/30/22				100		$193		OH	Wells Trecaso Financial Group, LLC
											and 3 Other Managers

        

No  Issuer Relationships  (where the Owners of the  Wells Trecaso Financial Group, LLC  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

1  Filing Agent or Registrant has submitted Filings for  Wells Trecaso Financial Group, LLC: