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  Name: TIEDEMANN WEALTH MANAGEMENT, LLC
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $2,332,161,000
  Total Value Change : $-19,609,000
  Securities Held Change : 17
   
All Securities Held : 272
  New Positions : 30
  Closed Positions : 14
  Increased Positions : 102
  Unchanged Positions : 78
  Decreased Positions : 62

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TWOU)1 Year Chart         TWOU 2u, Inc. 280 Closed $0.36 $0 0 0% -40,000 -10,000 0    N/A
   (ACEL)1 Year Chart         ACEL Accel Entertainment Inc 273 Closed $9.97 $0 0 0% -228,000 -21,638 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 279 Closed $79.56 $0 0 0% -947,000 -13,046 0    N/A
   (SMPL)1 Year Chart         SMPL Simply Good Foods Co 285 Closed $38.14 $0 0 0% -65,510,000 -1,790,390 0    N/A
   (AXP)1 Year Chart         AXP American Express Co 272 Closed $238.65 $0 0 0% -290,000 -1,666 0    Credit Services
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 278 Closed $104.76 $0 0 0% -13,124,000 -126,139 0    Closed - End Fund - Debt
   (NUHY)1 Year Chart         NUHY Nuveen Esg High Yield Corpo... 284 Closed $0.00 $0 0 0% -247,000 -12,000 0    N/A
   (SWAN)1 Year Chart         SWAN Amplify Blackswan Growth & ... 277 Closed $0.00 $0 0 0% -207,000 -8,035 0    N/A
   (ITR)1 Year Chart         ITR SPDR Series Trust 283 Closed $32.34 $0 0 0% -498,000 -15,500 0    Closed - End Fund - Debt
   (LPX)1 Year Chart         LPX Louisiana Pacific Corp 276 Closed $88.14 $0 0 0% -249,000 -3,316 0    Lumber,Wood Production
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 282 Closed $56.72 $0 0 0% -207,000 -4,294 0    N/A
   (IIIV)1 Year Chart         IIIV I3 Verticals Inc 275 Closed $19.98 $0 0 0% -429,000 -18,750 0    N/A
   (PLYA)1 Year Chart         PLYA Playa Hotels & Resorts N.v. 281 Closed $8.51 $0 0 0% -158,000 -19,396 0    N/A
   (EWQ)1 Year Chart         EWQ iShares MSCI-France 274 Closed $42.03 $0 0 0% -213,000 -5,540 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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