Portside Wealth Group, LLC

Q4 2023 13F Holdings

Location
Provo, UT
Holdings as of
12/31/2023
Value ($000)
$536,816
Num holdings
355
Date filed
1/16/2024
Form type
13F-HR
Prev filing
10/27/2023
Next filing
4/17/2024
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