Private Wealth Asset Management, LLC Workiva Inc Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Workiva Inc stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 75,100 shares of WK stock, worth $6.84 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
75,100
Previous 4,100
1731.71%
Holding current value
$6.84 Million
Previous $281 Million
97.7%
% of portfolio
0.81%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding WK
# of Institutions
345Shares Held
48.5MCall Options Held
112KPut Options Held
47.8K-
Vanguard Group Inc Valley Forge, PA6.28MShares$572 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.24MShares$386 Million0.01% of portfolio
-
Eminence Capital, LP New York, NY3.72MShares$339 Million4.3% of portfolio
-
Macquarie Group LTD Australia, C31.74MShares$159 Million0.18% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.59MShares$145 Million0.08% of portfolio
About WORKIVA INC
- Ticker WK
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,456,200
- Market Cap $4.41B
- Description
- Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...