A detailed history of Private Wealth Management Group, LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 114 shares of SMAR stock, worth $6,379. This represents 0.0% of its overall portfolio holdings.

Number of Shares
114
Previous 114 -0.0%
Holding current value
$6,379
Previous $5.03 Million 25.59%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$36.58 - $44.29 $4,170 - $5,049
114 New
114 $5.03 Million
Q4 2023

Feb 08, 2024

BUY
$38.1 - $48.42 $762 - $968
20 New
20 $957,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.31B
  • Description
  • Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...
More about SMAR
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.