Beverly Hills Private Wealth, LLC

Q3 2023 13F Holdings Report, Options Holdings

Signature - Title
Ira Ravitz - Chief Compliance Officer
Location
Beverly Hills, CA
Options holdings as of
September 30, 2023
Notional value $
$0
Number of holdings
6
Date filed
11/8/2023, 05:12 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q2 2023 - Aug 10, 2023
Next filing
Q4 2023 - Jan 30, 2024
Stock holdings
Showing options holdings, see here for stock holdings
Sym Company Class Option Share Change Activity * Price $ Shares Notional Value
Filing 2023 Q3 compared to 2023 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ira Ravitz Chief Compliance Officer Beverly Hills, California 11/8/2023

Other Included Managers (20):

Num Name Location File Number
1 BLACKROCK ADVISORS LLC Wilmington, DE 028-04295
2 CLEARBRIDGE, LLC Baltimore, MD 028-01701
3 EARNEST PARTNERS LLC Atlanta, GA 028-05269
4 NEW YORK LIFE INVESTMENT MANAGEMENT LLC New York, NY
5 FEDERATED INVESTMENT COUNSELING Pittsburgh, PA 028-01454
6 Invesco Advisers, Inc. Atlanta, GA
7 JP MORGAN INVESTMENT MANAGEMENT INC /ADV
8 JANUS HENDERSON INVESTORS US LLC Denver, CO 028-01343
9 JOHN HANCOCK INVESTMENT MANAGEMENT LLC Boston, MA
10 Lazard Asset Management LLC
11 Dorsey, Wright & Associates, LLC
12 NEUBERGER BERMAN BD LLC
13 Nuveen Asset Management, LLC Chicago, IL 028-14498
14 RENAISSANCE GROUP LLC Covington, KY 028-04884
15 SCHAFER CULLEN CAPITAL MANAGEMENT INC New York, NY 028-04691
16 PRICE T ROWE ASSOCIATES INC /MD/ Baltimore, MD
17 TCW Investment Management Company LLC
18 The London Company of Virginia, LLC
19 VANGUARD GROUP INC Malvern, PA
20 Winslow Capital Management, LLC Minneapolis, MN 028-03676