Waldron Private Wealth LLC

Q1 2021 13F Detailed Holdings

Location
Bridgeville, PA
Holdings as of
3/31/2021
Value ($000)
$1,439,269
Num holdings
311
Date filed
5/11/2021
Form type
13F-HR
Prev filing
2/12/2021
Next filing
8/6/2021
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Aperio
2 Geode
3 Berkshire