Private Wealth Management Group, LLC Software—Application

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$325B
$97.7 Million 0.04% of portfolio
357
Q3 2024 Added 11.56%
$170B
$83.8 Million 0.03% of portfolio
135
Q3 2024 Added 0.75%
$133B
$44.5 Million 0.02% of portfolio
592
Q4 2023 New
$123B
$41.5 Million 0.02% of portfolio
518
Q1 2024 Added 53.25%
$216B
$40.2 Million 0.02% of portfolio
45
Q3 2024 Added 2.27%
$53.1B
$38.6 Million 0.02% of portfolio
140
Q3 2024 Added 0.72%
$30.5B
$26.8 Million 0.01% of portfolio
84
Q3 2024 Reduced 7.69%
$41.9B
$25.5 Million 0.01% of portfolio
143
Q1 2024 Added 5.15%
$48B
$25.3 Million 0.01% of portfolio
13
Q2 2024 Added 85.71%
$55.2B
$24.7 Million 0.01% of portfolio
225
Q1 2024 Added 221.43%
$99.9B
$18.4 Million 0.01% of portfolio
141
Q3 2024 Reduced 3.42%
$40.2B
$17.3 Million 0.01% of portfolio
150
Q3 2024 Added 7.14%
$33.8B
$14.4 Million 0.01% of portfolio
27
Q3 2024 Added 3.85%
$2.15B
$12.2 Million 0.0% of portfolio
124
Q4 2023 New
$17.1B
$11.8 Million 0.0% of portfolio
42
Q2 2024 Added 180.0%
$19.6B
$11.8 Million 0.0% of portfolio
169
Q3 2024 New
$267M
$9.62 Million 0.0% of portfolio
869
Q1 2024 Added 5.08%
$3.23B
$9.24 Million 0.0% of portfolio
293
Q1 2024 Added 26.84%
$22.1B
$9.03 Million 0.0% of portfolio
50
Q3 2024 Added 2.04%
$83.8B
$8.94 Million 0.0% of portfolio
33
Q3 2024 Reduced 38.89%
$18B
$7.82 Million 0.0% of portfolio
126
Q3 2024 Added 27.27%
$1.46B
$7.43 Million 0.0% of portfolio
1,652
Q2 2024 Reduced 11.28%
$2.79B
$7.1 Million 0.0% of portfolio
1,162
Q4 2023 New
$3.35B
$6.78 Million 0.0% of portfolio
288
Q2 2024 Added 278.95%
$2.15B
$6.73 Million 0.0% of portfolio
203
Q2 2024 Reduced 16.8%
$6.54B
$6.45 Million 0.0% of portfolio
285
Q3 2024 Added 4.01%
$7.37B
$6.31 Million 0.0% of portfolio
114
Q2 2024 New
$3.7B
$5.73 Million 0.0% of portfolio
34
Q3 2024 Added 750.0%
$2.48B
$5.43 Million 0.0% of portfolio
140
Q2 2024 Added 900.0%
$7.23B
$5.39 Million 0.0% of portfolio
35
Q4 2023 New
$9.39B
$5.38 Million 0.0% of portfolio
102
Q3 2024 Added 385.71%
$20B
$5.05 Million 0.0% of portfolio
68
Q4 2023 New
$2.71B
$4.92 Million 0.0% of portfolio
73
Q2 2024 New
$3.68B
$4.64 Million 0.0% of portfolio
147
Q2 2024 Reduced 29.33%
$567M
$4.53 Million 0.0% of portfolio
485
Q3 2024 Reduced 6.91%
$3.16B
$4.07 Million 0.0% of portfolio
550
Q3 2024 Added 35.14%
$3.49B
$4.01 Million 0.0% of portfolio
64
Q4 2023 New
$50.2B
$3.67 Million 0.0% of portfolio
15
Q3 2024 Added 7.14%
$1.61B
$3.61 Million 0.0% of portfolio
143
Q2 2024 Added 130.65%
$12.6B
$3.5 Million 0.0% of portfolio
21
Q2 2024 Added 200.0%
$771M
$3.16 Million 0.0% of portfolio
716
Q4 2023 New
$23.7B
$2.92 Million 0.0% of portfolio
5
Q4 2023 New
$1.74B
$2.86 Million 0.0% of portfolio
165
Q2 2024 New
$10.5B
$2.72 Million 0.0% of portfolio
44
Q3 2024 New
$8.49B
$2.71 Million 0.0% of portfolio
37
Q4 2023 New
$5.08B
$2.35 Million 0.0% of portfolio
10
Q3 2024 Reduced 58.33%
$983M
$2.17 Million 0.0% of portfolio
430
Q2 2024 Reduced 24.03%
$12.6B
$1.98 Million 0.0% of portfolio
39
Q3 2024 Reduced 67.77%
$16.2B
$1.91 Million 0.0% of portfolio
8
Q3 2024 Reduced 61.9%
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