Portside Wealth Group, LLC

Q2 2023 13F Holdings

Location
Provo, UT
Holdings as of
6/30/2023
Value ($000)
$538,633
Num holdings
369
Date filed
9/1/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
10/27/2023
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type