Waldron Private Wealth LLC
Q4 2023 13F Holdings
Location
Bridgeville, PA
Holdings as of
12/31/2023
Value ($000)
$2,102,766
Num holdings
420
Date filed
1/30/2024
Form type
13F-HR
Prev filing
8/29/2024
Next filing
5/9/2024
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing,
see here
for detailed holdings broken out by other managers
This filing has been restated,
see here
for the amended filing
Compare Q4 2023 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type