Private Wealth Management Group, LLC Purchases and Sells in Q3 2025

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

Top Buys

Incresed Positions

149 operations
Stock Shares change Price Range Shares Held Trade History
101K
+ 24.14%
$42.42 - $45.96 $4.3M - $4.66M
522K $23.9B
3.49K
+ 0.38%
$36.04 - $38.78 $126K - $135K
929K $35.8B
59.3K
+ 20.97%
$34.05 - $36.55 $2.02M - $2.17M
342K $12.4B
27.7K
+ 5.39%
$29.55 - $32.52 $820K - $902K
542K $17.4B
8.67K
+ 6.35%
$79.24 - $89.03 $687K - $772K
145K $12.9B
6.31K
+ 5.99%
$90.37 - $102.12 $570K - $644K
112K $11.1B
View all

New Holdings

60 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
544K
New
N/A
544K $29.3B
1.5K
New
$39.58 - $40.74 $59.2K - $60.9K
1.5K $60.7M
640
New
$67.16 - $93.48 $43K - $59.8K
640 $59.6M
240
New
$192.76 - $203.86 $46.3K - $48.9K
240 $48.9M
220
New
$169.0 - $192.17 $37.2K - $42.3K
220 $41.3M
2.89K
New
$11.85 - $12.93 $34.2K - $37.4K
2.89K $35.5M
View all

Top Sells

Reduced Positions

186 operations
Stock Shares change Price Range Shares Held Trade History
-5.46K
- 7.1%
$103.24 - $106.68 $564K - $583K
71.5K $7.61B
-3.17K
- 30.18%
$33.26 - $34.01 $106K - $108K
7.34K $249M
-81
- 24.18%
$617.65 - $666.84 $50K - $54K
254 $169M
-2.03K
- 11.7%
$24.45 - $25.91 $49.6K - $52.6K
15.3K $392M
-133
- 37.78%
$237.77 - $353.61 $31.6K - $47K
219 $75.6M
-41
- 1.14%
$150.47 - $161.22 $6.17K - $6.61K
3.56K $546M
View all
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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