Waldron Private Wealth LLC

Q2 2017 vs. Q1 2024 13F Holdings

Period
Q2 2017
Q1 2024
Holdings as of
6/30/2017
3/31/2024
Value ($000)
$314,974
$2,215,555
Num holdings
142
435
Form type
13F-HR
13F-HR
Date filed
8/14/2017
5/9/2024
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q2 2017 Q1 2024 Diff Chg % Q2 2017 Q1 2024 Diff Chg %