Portside Wealth Group, LLC
Q2 2023 13F Detailed Holdings
Location
Provo, UT
Holdings as of
6/30/2023
Value ($000)
$23,188,775
Num holdings
1,471
Date filed
8/1/2023
Form type
13F-HR
Prev filing
Next filing
10/27/2023
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q2 2023 to
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
TOWNSQUARE CAPITAL LLC
028-19141