Creative Planning Perella Weinberg Partners Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Perella Weinberg Partners stock. As of the latest transaction made, Creative Planning holds 20,955 shares of PWP stock, worth $444,665. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,955
Previous 23,040
9.05%
Holding current value
$444,665
Previous $549,000
29.87%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PWP
# of Institutions
183Shares Held
49.1MCall Options Held
7.7KPut Options Held
1.7K-
Black Rock Inc. New York, NY3.87MShares$82.1 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.15MShares$66.9 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA3.01MShares$63.9 Million0.01% of portfolio
-
William Blair Investment Management, LLC Chicago, IL2.27MShares$48.1 Million0.13% of portfolio
-
Channing Capital Management, LLC Chicago, IL2.14MShares$45.5 Million1.24% of portfolio
About Perella Weinberg Partners
- Ticker PWP
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 43,011,600
- Market Cap $913M
- Description
- Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, st...