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
Prev filing
Next filing
4/23/2025
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