Gpwm LLC Portfolio Holdings

Gpwm LLC

  • $141 Million
  • Q3 2024

Gpwm LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $141 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $17.1M, Vanguard Ftse Developed Market with a value of $16.7M, Vanguard Mun Bd Fds Tax Exempt with a value of $15.9M, Vanguard Large Cap ETF with a value of $15.6M, and Vanguard Small Cap ETF with a value of $12.5M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $128M to 141M.

Below you can find more details about Gpwm LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $141 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $141 Million
  • Prior Value $128 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track Gpwm LLC Portfolio

Follow Gpwm 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 Gpwm LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gpwm LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email