Waldron Private Wealth LLC

Q4 2023 13F Detailed 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
10/26/2023
Next filing
5/9/2024
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