Private Wealth Management Group, LLC Software—Application

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$310B
$119 Million 0.05% of portfolio
357
Q3 2024 Added 11.56%
$159B
$86.1 Million 0.03% of portfolio
137
Q4 2024 Added 1.48%
$138B
$55.1 Million 0.02% of portfolio
518
Q1 2024 Added 53.25%
$190B
$47.7 Million 0.02% of portfolio
45
Q3 2024 Added 2.27%
$53.1B
$41.4 Million 0.02% of portfolio
140
Q3 2024 Added 0.72%
$156B
$35.7 Million 0.01% of portfolio
592
Q4 2023 New
$121B
$34 Million 0.01% of portfolio
105
Q4 2024 Reduced 25.53%
$2.8B
$30.4 Million 0.01% of portfolio
105
Q4 2024 Added 208.82%
$29.1B
$29 Million 0.01% of portfolio
86
Q4 2024 Added 2.38%
$32B
$26.4 Million 0.01% of portfolio
225
Q1 2024 Added 221.43%
$42.9B
$25.9 Million 0.01% of portfolio
13
Q2 2024 Added 85.71%
$34.8B
$20 Million 0.01% of portfolio
140
Q4 2024 Reduced 6.67%
$34.9B
$18.8 Million 0.01% of portfolio
27
Q3 2024 Added 3.85%
$33.4B
$18.1 Million 0.01% of portfolio
73
Q4 2024 Reduced 48.95%
$70.9B
$14.1 Million 0.01% of portfolio
47
Q4 2024 Added 42.42%
$20.7B
$13.8 Million 0.01% of portfolio
169
Q3 2024 New
$5.03B
$12.2 Million 0.0% of portfolio
121
Q4 2023 New
$11.4B
$11.4 Million 0.0% of portfolio
42
Q2 2024 Added 180.0%
$16.9B
$11.3 Million 0.0% of portfolio
126
Q3 2024 Added 27.27%
$2.83B
$10.2 Million 0.0% of portfolio
277
Q4 2024 Reduced 5.46%
$19B
$9.38 Million 0.0% of portfolio
51
Q4 2024 Added 2.0%
$1.79B
$9.16 Million 0.0% of portfolio
124
Q4 2023 New
$5.57B
$8.64 Million 0.0% of portfolio
102
Q3 2024 Added 385.71%
$1.52B
$7.83 Million 0.0% of portfolio
1,652
Q2 2024 Reduced 11.28%
$7.64B
$7.09 Million 0.0% of portfolio
47
Q4 2024 Added 34.29%
$8.52B
$7.03 Million 0.0% of portfolio
313
Q4 2024 Added 9.82%
$3.7B
$6.8 Million 0.0% of portfolio
1,162
Q4 2023 New
$7.37B
$6.39 Million 0.0% of portfolio
114
Q2 2024 New
$1.94B
$5.41 Million 0.0% of portfolio
203
Q2 2024 Reduced 16.8%
$22.6B
$5.15 Million 0.0% of portfolio
68
Q4 2023 New
$3.55B
$4.94 Million 0.0% of portfolio
147
Q2 2024 Reduced 29.33%
$2.53B
$4.88 Million 0.0% of portfolio
140
Q2 2024 Added 900.0%
$2.37B
$4.76 Million 0.0% of portfolio
73
Q2 2024 New
$2.52B
$4.5 Million 0.0% of portfolio
278
Q4 2024 Added 198.92%
$4.27B
$4.44 Million 0.0% of portfolio
18
Q4 2024 Added 80.0%
$12.8B
$4.31 Million 0.0% of portfolio
21
Q2 2024 Added 200.0%
$1.8B
$3.94 Million 0.0% of portfolio
143
Q2 2024 Added 130.65%
$436M
$3.92 Million 0.0% of portfolio
425
Q4 2024 Reduced 12.37%
$51.5B
$3.87 Million 0.0% of portfolio
15
Q3 2024 Added 7.14%
$6.4B
$3.45 Million 0.0% of portfolio
37
Q4 2023 New
$11.3B
$3.3 Million 0.0% of portfolio
44
Q3 2024 New
$12.6B
$3.08 Million 0.0% of portfolio
66
Q4 2024 Added 69.23%
$25.6B
$2.88 Million 0.0% of portfolio
5
Q4 2023 New
$848M
$2.75 Million 0.0% of portfolio
430
Q2 2024 Reduced 24.03%
$17B
$2 Million 0.0% of portfolio
8
Q3 2024 Reduced 61.9%
$1.33B
$1.87 Million 0.0% of portfolio
61
Q4 2024 New
$17.1B
$1.69 Million 0.0% of portfolio
10
Q3 2024 Added 11.11%
$11.4B
$1.6 Million 0.0% of portfolio
8
Q2 2024 New
$3.18B
$1.56 Million 0.0% of portfolio
226
Q4 2024 Reduced 58.91%
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