Petros Family Wealth, LLC

Q4 2024 13F Detailed Holdings

Location
Bloomington, MN
Holdings as of
12/31/2024
Value ($000)
$92,708
Num holdings
454
Date filed
2/13/2025
Form type
13F-HR
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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
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 WELLS FARGO & COMPANY/MN 028-00165
2 Atria Investments, Inc 028-14921
3 NATIXIS ADVISORS, LLC 028-05788
4 GOLDMAN SACHS GROUP INC 028-04981