Private Wealth Management Group, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Private Wealth Management Group, LLC

  • $231 Billion
  • Q2 2024
Number of Shares
31,886
Previous 25,051 27.28%
Holding current value
$308 Million
Previous $246 Million 25.54%
% of portfolio
0.13%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
N/A
6,835 Added 27.28%
31,886 $308 Million
Q1 2024

Apr 30, 2024
BUY
N/A
4,894 Added 24.28%
25,051 $246 Million
Q4 2023

Feb 08, 2024
BUY
N/A
20,157 New
20,157 $201 Million
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