Portside Wealth Group, LLC

Q3 2024 13F Holdings

Location
Provo, UT
Holdings as of
9/30/2024
Value ($000)
$585,601
Num holdings
393
Date filed
10/31/2024
Form type
13F-HR
Prev filing
7/18/2024
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