A detailed history of Farther Finance Advisors, LLC transactions in Perella Weinberg Partners stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 28 shares of PWP stock, worth $699. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 23 21.74%
Holding current value
$699
Previous $368,000 47.01%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$15.78 - $20.47 $78 - $102
5 Added 21.74%
28 $541,000
Q1 2024

May 13, 2024

SELL
$10.88 - $14.36 $380 - $502
-35 Reduced 60.34%
23 $327,000
Q4 2023

Feb 14, 2024

BUY
$9.41 - $12.63 $545 - $732
58 New
58 $709,000

Others Institutions Holding PWP

About Perella Weinberg Partners


  • Ticker PWP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 43,011,600
  • Market Cap $1.07B
  • 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...
More about PWP
Track This Portfolio

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, 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 Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.