Private Wealth Management Group, LLC PRINCETON BANCORP INC Transaction History

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024
Number of Shares
48,830
Previous 55,246 11.61%
Holding current value
$1.81 Billion
Previous $1.83 Billion 1.25%
% of portfolio
0.71%
Previous 0.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
N/A
-6,416 Reduced 11.61%
48,830 $1.81 Billion
Q2 2024

Aug 13, 2024
SELL
N/A
-1 Reduced -0.0%
55,246 $1.83 Billion
Q1 2024

Apr 30, 2024
SELL
N/A
-1,164 Reduced 2.06%
55,247 $1.7 Billion
Q4 2023

Feb 08, 2024
BUY
N/A
56,411 New
56,411 $2.03 Billion
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.

Choose your preferred platform and Sign Up 👇 Telegram Email