Pathstone Family Office, LLC Software—Application

Pathstone Family Office, LLC

  • $15.6 Billion
  • Q3 2023

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$48.5 Million 0.31% of portfolio
1,054,754
Q2 2023 Added 6.54%
$342B
$13.4 Million 0.09% of portfolio
66,260
Q2 2023 Reduced 33.13%
$170B
$7.96 Million 0.05% of portfolio
15,583
Q2 2023 Reduced 42.52%
$206B
$7.2 Million 0.05% of portfolio
12,875
Q2 2023 Reduced 33.03%
$10.7B
$5.05 Million 0.03% of portfolio
62,108
Q2 2023 Reduced 0.47%
$53.1B
$3.99 Million 0.03% of portfolio
19,271
Q2 2023 Reduced 35.37%
$81.6B
$3.93 Million 0.03% of portfolio
16,763
Q2 2023 Reduced 46.25%
$755M
$3.24 Million 0.02% of portfolio
534,290
Q2 2023 Reduced 0.04%
$19.4B
$3.19 Million 0.02% of portfolio
75,851
Q2 2023 Added 1.59%
$30.5B
$2.48 Million 0.02% of portfolio
8,344
Q2 2023 Reduced 25.14%
$47.3B
$2.2 Million 0.01% of portfolio
2,528
Q2 2023 Reduced 50.04%
$52.7B
$1.81 Million 0.01% of portfolio
8,422
Q2 2023 Reduced 25.1%
$41.5B
$1.63 Million 0.01% of portfolio
17,876
Q2 2023 Reduced 20.05%
$41.3B
$1.46 Million 0.01% of portfolio
19,458
Q2 2023 Reduced 44.06%
$139B
$1.41 Million 0.01% of portfolio
25,764
Q2 2023 Reduced 39.31%
$58.1B
$1.32 Million 0.01% of portfolio
8,633
Q2 2023 Reduced 21.41%
$3.14B
$985,000 0.01% of portfolio
118,017
Q2 2023 Reduced 24.88%
$1.65B
$949,000 0.01% of portfolio
42,206
Q2 2023 Reduced 4.48%
$52.7B
$876,000 0.01% of portfolio
11,219
Q2 2023 Reduced 71.55%
$3.02B
$872,000 0.01% of portfolio
14,266
Q2 2023 Reduced 64.82%
$13B
$860,000 0.01% of portfolio
4,351
Q2 2023 Reduced 37.19%
$17B
$731,000 0.0% of portfolio
3,579
Q2 2023 Reduced 27.72%
$10.6B
$687,000 0.0% of portfolio
4,042
Q2 2023 Reduced 0.92%
$12.5B
$677,000 0.0% of portfolio
2,614
Q2 2023 Reduced 16.56%
$17.8B
$659,000 0.0% of portfolio
7,330
Q2 2023 Reduced 5.58%
$37.4B
$656,000 0.0% of portfolio
1,334
Q3 2023 New
$9.88B
$642,000 0.0% of portfolio
9,465
Q3 2023 New
$11.1B
$630,000 0.0% of portfolio
3,802
Q3 2023 New
$2.47B
$611,000 0.0% of portfolio
11,633
Q2 2023 Reduced 3.52%
$3.38B
$580,000 0.0% of portfolio
20,776
Q2 2023 Added 1.4%
$20.6B
$534,000 0.0% of portfolio
10,165
Q3 2023 New
$22.7B
$533,000 0.0% of portfolio
3,762
Q2 2023 Reduced 29.0%
$4.09B
$532,000 0.0% of portfolio
7,569
Q2 2023 Reduced 21.81%
$9.82B
$525,000 0.0% of portfolio
7,159
Q2 2023 Added 25.42%
$25.1B
$466,000 0.0% of portfolio
1,209
Q2 2023 Reduced 33.66%
$21.8B
$422,000 0.0% of portfolio
6,034
Q3 2023 New
$12.9B
$401,000 0.0% of portfolio
8,008
Q2 2023 Reduced 13.44%
$5.45B
$388,000 0.0% of portfolio
12,035
Q3 2023 New
$108B
$381,000 0.0% of portfolio
9,557
Q2 2023 Added 158.1%
$2.8B
$344,000 0.0% of portfolio
14,905
Q3 2023 New
$10.9B
$340,000 0.0% of portfolio
5,210
Q2 2023 Reduced 8.77%
$11.4B
$317,000 0.0% of portfolio
1,748
Q2 2023 Reduced 15.27%
$0
$289,000 0.0% of portfolio
10,769
Q2 2023 Reduced 1.94%
$4.66B
$286,000 0.0% of portfolio
27,140
Q2 2023 Reduced 34.82%
$756M
$273,000 0.0% of portfolio
32,155
Q3 2023 New
$4.72B
$259,000 0.0% of portfolio
1,422
Q3 2023 New
$16.6B
$212,000 0.0% of portfolio
4,556
Q3 2023 New
$108M
$210,000 0.0% of portfolio
54,101
Q2 2023 Reduced 66.0%
$490M
$204,000 0.0% of portfolio
10,048
Q2 2023 Reduced 25.77%
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