Portside Wealth Group, LLC

Q4 2024 13F Holdings

Location
Provo, UT
Holdings as of
12/31/2024
Value ($000)
$578,255
Num holdings
391
Date filed
1/15/2025
Form type
13F-HR
Prev filing
10/31/2024
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type