Waldron Private Wealth LLC

Q2 2017 vs. Q1 2025 13F Holdings

Period
Q2 2017
Q1 2025
Holdings as of
6/30/2017
3/31/2025
Value ($000)
$314,974
$2,118,113
Num holdings
142
293
Form type
13F-HR
13F-HR
Date filed
8/14/2017
5/8/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q2 2017 Q1 2025 Diff Chg % Q2 2017 Q1 2025 Diff Chg %