Showing options holdings,
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for stock holdings
Bryn Mawr Trust Advisors, LLC Q2 2024 Portfolio
Bryn Mawr Trust Advisors, LLC didn't report any options holdings as of Q2 2024.
Check stock holdings.
Filing 2024 Q2 compared to 2024 Q1 by default. Changes are calculated vs the previous SEC filing.
* 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
Donna M. Cunningham
Senior Vice President
Philadelphia, Pennsylvania
30 Jul 2024
As of January 1, 2023, Cypress Capital Management, LLC (Cypress) (CRD # 109955) was merged into WSFS Capital Management, LLC (WSFS) (CRD #: 285359), and the combined entity was renamed Bryn Mawr Capital Management, LLC (Bryn Mawr) (CRD #: 285359). Cypress has withdrawn its registration as an Investment Adviser with the SEC, and its holdings are being reported under Bryn Mawrs 13F filing for the quarter ending 12/31/22, as is WSFS holdings for the quarter ending 12/31/22.
List of Other Managers Reporting for Bryn Mawr Trust Advisors, LLC:
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