Private Wealth Management Group, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Private Wealth Management Group, LLC

  • $221 Billion
  • Q1 2024
Number of Shares
25,051
Previous 20,157 24.28%
Holding current value
$246 Million
Previous $201 Million 22.34%
% of portfolio
0.11%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
N/A
4,894 Added 24.28%
25,051 $246 Million
Q4 2023

Feb 08, 2024
BUY
N/A
20,157 New
20,157 $201 Million
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