Private Wealth Management Group, LLC Banks—Regional

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.6B
$50.5 Million 0.02% of portfolio
1,226
Q4 2024 Reduced 0.49%
$1.26B
$49.5 Million 0.02% of portfolio
2,884
Q3 2024 Added 1.19%
$71.2B
$41.7 Million 0.02% of portfolio
237
Q1 2025 Reduced 52.98%
$20.1B
$30.4 Million 0.01% of portfolio
1,399
Q1 2025 Reduced 0.71%
$3.75B
$30.1 Million 0.01% of portfolio
1,569
Q4 2023 New
$20.2B
$26.4 Million 0.01% of portfolio
644
Q3 2024 Added 0.47%
$10.8B
$22.8 Million 0.01% of portfolio
1,172
Q1 2025 Reduced 4.48%
$31.6B
$18.9 Million 0.01% of portfolio
106
Q3 2024 Added 0.95%
$27.6B
$18.5 Million 0.01% of portfolio
10
Q2 2024 Reduced 56.52%
$26.7B
$15.3 Million 0.01% of portfolio
390
Q3 2024 Reduced 0.51%
$7.04B
$12.8 Million 0.0% of portfolio
274
Q4 2023 New
$65.9B
$12.1 Million 0.0% of portfolio
286
Q4 2023 New
$4.87B
$11.8 Million 0.0% of portfolio
877
Q4 2023 New
$9.15B
$11.6 Million 0.0% of portfolio
225
Q2 2024 Reduced 27.42%
$7.22B
$9.03 Million 0.0% of portfolio
181
Q3 2024 Added 0.56%
$5.82B
$8.74 Million 0.0% of portfolio
309
Q4 2023 New
$2.26B
$8.17 Million 0.0% of portfolio
327
Q4 2023 New
$7.43B
$7.99 Million 0.0% of portfolio
71
Q4 2023 New
$5.33B
$6.91 Million 0.0% of portfolio
159
Q1 2025 Reduced 17.62%
$3.29B
$5.97 Million 0.0% of portfolio
115
Q2 2024 Added 19.79%
$15B
$5.74 Million 0.0% of portfolio
359
Q4 2024 Reduced 22.96%
$5.59B
$5.34 Million 0.0% of portfolio
176
Q4 2023 New
$3.51B
$5.14 Million 0.0% of portfolio
228
Q4 2023 New
$343M
$4.88 Million 0.0% of portfolio
221
Q2 2024 Added 380.43%
$23B
$3.93 Million 0.0% of portfolio
262
Q3 2024 Added 1.55%
$6.71B
$3.71 Million 0.0% of portfolio
40
Q1 2025 Added 135.29%
$4.44B
$3.7 Million 0.0% of portfolio
416
Q2 2024 New
$5B
$3.54 Million 0.0% of portfolio
35
Q1 2025 Added 218.18%
$7.97B
$3.54 Million 0.0% of portfolio
46
Q4 2023 New
$881M
$3.53 Million 0.0% of portfolio
56
Q2 2024 Added 366.67%
$3.18B
$3.36 Million 0.0% of portfolio
78
Q2 2024 Reduced 50.63%
$4.72B
$3.25 Million 0.0% of portfolio
62
Q4 2023 New
$8.25B
$3.18 Million 0.0% of portfolio
30
Q4 2024 Reduced 3.23%
$7.56B
$3.05 Million 0.0% of portfolio
49
Q4 2024 Added 2.08%
$1.97B
$2.82 Million 0.0% of portfolio
83
Q2 2024 Reduced 47.8%
$358M
$2.56 Million 0.0% of portfolio
155
Q4 2023 New
$6.19B
$2.5 Million 0.0% of portfolio
118
Q3 2024 Added 6.31%
$1.83B
$2.32 Million 0.0% of portfolio
75
Q1 2025 New
$2.81B
$2.32 Million 0.0% of portfolio
37
Q2 2024 Reduced 45.59%
$338M
$2.23 Million 0.0% of portfolio
114
Q1 2024 New
$2.23B
$2.23 Million 0.0% of portfolio
55
Q2 2024 Reduced 46.08%
$585M
$2.13 Million 0.0% of portfolio
70
Q2 2024 Reduced 58.82%
$6.42B
$2.08 Million 0.0% of portfolio
20
Q2 2024 Added 233.33%
$4.27B
$2.07 Million 0.0% of portfolio
36
Q2 2024 Added 33.33%
$3.11B
$2.03 Million 0.0% of portfolio
72
Q2 2024 Reduced 38.98%
$5.11B
$1.87 Million 0.0% of portfolio
52
Q1 2025 Reduced 7.14%
$1.21B
$1.86 Million 0.0% of portfolio
178
Q4 2023 New
$1.12B
$1.8 Million 0.0% of portfolio
48
Q4 2023 New
$1.47B
$1.77 Million 0.0% of portfolio
44
Q2 2024 New
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