Waldron Private Wealth LLC

Q4 2022 13F Detailed Holdings

Location
Bridgeville, PA
Holdings as of
12/31/2022
Value ($000)
$1,608,503
Num holdings
375
Date filed
2/8/2023
Form type
13F-HR
Prev filing
11/14/2022
Next filing
8/29/2024
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