Waldron Private Wealth LLC

Q3 2024 13F Detailed Holdings

Location
Bridgeville, PA
Holdings as of
9/30/2024
Value ($000)
$2,407,859
Num holdings
1,121
Date filed
10/21/2024
Form type
13F-HR
Prev filing
7/31/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Aperio Group, LLC 028-11964
2 GEODE CAPITAL MANAGEMENT, LLC 028-10386
3 BERKSHIRE ASSET MANAGEMENT LLC/PA 028-05034