Private Wealth Management Group, LLC Purchases and Sells in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

Top Buys

Incresed Positions

270 operations
Stock Shares change Price Range Shares Held Trade History
133K
+ 70.38%
$37.84 - $42.29 $5.04M - $5.64M
323K $12.4B
98.4K
+ 70.52%
$28.88 - $32.4 $2.84M - $3.19M
238K $7.43B
20.9K
+ 19.11%
$63.74 - $71.96 $1.33M - $1.5M
130K $9.09B
56.4K
+ 12.95%
$25.35 - $27.46 $1.43M - $1.55M
492K $13B
16.3K
+ 5.15%
$57.44 - $59.4 $934K - $965K
332K $19.7B
6.75K
+ 1.13%
$25.54 - $28.79 $172K - $194K
606K $16.8B
View all

New Holdings

112 operations
Stock Shares change Price Range Shares Held Trade History
3.08K
New
$38.99 - $40.37 $120K - $124K
3.08K $124M
1.74K
New
$43.71 - $58.65 $75.8K - $102K
1.74K $94.4M
1.49K
New
$47.48 - $53.82 $70.5K - $79.9K
1.49K $70.5M
2.59K
New
$23.03 - $25.01 $59.6K - $64.7K
2.59K $61.1M
DIMENSIONAL ETF TRUST
890
New
N/A
890 $47.6M
625
New
$68.07 - $78.99 $42.5K - $49.4K
625 $42.5M
View all

Top Sells

Reduced Positions

328 operations
Stock Shares change Price Range Shares Held Trade History
-5.06K
- 12.29%
$209.68 - $247.1 $1.06M - $1.25M
36.2K $8.03B
-14.3K
- 3.46%
$27.56 - $32.1 $393K - $458K
397K $11.2B
-18.5K
- 23.73%
$64.98 - $124.62 $1.2M - $2.3M
59.4K $5.02B
-6.66K
- 6.85%
$104.71 - $107.69 $697K - $717K
90.5K $9.54B
-3.04K
- 3.74%
$50.44 - $58.1 $153K - $177K
78.2K $4.03B
-59
- 0.04%
$75.47 - $84.24 $4.45K - $4.97K
134K $10.3B
View all
Activity Summary
Buys All Purchases 382 New Holdings 112 Increased Positions 270 Sells All Sells 328 Reductions 328 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email