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List All Filings | or | ||
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Most-Recent Filing: | ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/9/24 | 12/31/23 | 47 | of | 3,078 | $575,485 |
| Corient Private Wealth LLC [ formerly CI Private Wealth, LLC ] | |||||||
1/30/24 | 12/31/23 | 25 | of | 1,036 | $2,000 |
| Beverly Hills Private Wealth, LLC | |||||||
11/14/22 | 9/30/22 | 50 | of | 672 | $409 |
| Corient Capital Partners, LLC | |||||||
2/19/20 | 12/31/19 | NA | of | 211 | NA |
| Transcend Capital Advisors, LLC [ formerly Transcend Wealth Collective, LLC ] | |||||||
2/13/19 | 12/31/18 | NA | of | 2,235 | NA |
| United Services Automobile Association | |||||||
4/21/17 | 3/31/17 | 63 | of | 3,196 | $4,926 |
| Nationwide Fund Advisors |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 5 | |
2022 | 6 | |
2021 | 5 | |
2020 | 5 | |
2019 | 7 | |
2018 | 9 | |
2017 | 7 | |
2016 | 10 | |
2015 | 11 | |
2014 | 10 | |
2013 | 10 | |
2012 | 11 | |
2011 | 46 | |
2010 | 9 | |
2009 | 7 | |
2008 | 4 | |
2007 | 4 | |
2006 | 4 | |
2005 | 4 | |
2004 | 4 | |
2003 | 5 | |
2002 | 4 | |
2001 | 4 | |
2000 | 4 | |
1999 | 3 |