Waldron Private Wealth LLC
Q3 2023 13F Detailed Holdings
Location
Bridgeville, PA
Holdings as of
9/30/2023
Value ($000)
$1,925,869
Num holdings
381
Date filed
10/26/2023
Form type
13F-HR
Prev filing
8/29/2024
Next filing
8/29/2024
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
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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