Portside Wealth Group, LLC

Q2 2023 13F Holdings

Location
Provo, UT
Holdings as of
6/30/2023
Value ($000)
$23,188,775
Num holdings
791
Date filed
8/1/2023
Form type
13F-HR
Prev filing
Next filing
10/27/2023
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type