Private Wealth Management Group, LLC Software—Infrastructure

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122B
$3.08 Billion 1.21% of portfolio
82,662
Q3 2024 Reduced 6.12%
$3.1T
$1.52 Billion 0.6% of portfolio
3,536
Q3 2024 Added 0.8%
$232B
$94.2 Million 0.04% of portfolio
182
Q3 2024 Added 1.11%
$514B
$83.3 Million 0.03% of portfolio
489
Q3 2024 Added 1.45%
$72.9B
$31.7 Million 0.01% of portfolio
409
Q3 2024 Added 73.31%
$117B
$13.3 Million 0.01% of portfolio
39
Q1 2024 Added 85.71%
$14.5B
$10.6 Million 0.0% of portfolio
48
Q2 2024 Added 269.23%
$14.5B
$10.3 Million 0.0% of portfolio
253
Q3 2024 Added 4.55%
$19.2B
$9.69 Million 0.0% of portfolio
51
Q3 2024 Reduced 3.77%
$82.8B
$9.12 Million 0.0% of portfolio
18
Q3 2024 Reduced 10.0%
$6.48B
$8.16 Million 0.0% of portfolio
42
Q2 2024 Added 133.33%
$6.24B
$7.53 Million 0.0% of portfolio
148
Q4 2023 New
$30.2B
$6.86 Million 0.0% of portfolio
293
Q3 2024 Reduced 9.29%
$16B
$6.34 Million 0.0% of portfolio
107
Q3 2024 New
$7.7B
$6.23 Million 0.0% of portfolio
245
Q3 2024 Added 26.94%
$2.13B
$5.6 Million 0.0% of portfolio
221
Q3 2024 Reduced 13.33%
$19.4B
$5.41 Million 0.0% of portfolio
20
Q1 2024 New
$683M
$5.1 Million 0.0% of portfolio
306
Q4 2023 New
$3.44B
$4.87 Million 0.0% of portfolio
364
Q3 2024 Added 26.39%
$2.56B
$3.83 Million 0.0% of portfolio
340
Q4 2023 New
$5.57B
$3.8 Million 0.0% of portfolio
159
Q3 2024 Added 43.24%
$12.1B
$3.68 Million 0.0% of portfolio
22
Q1 2024 New
$10.2B
$3.06 Million 0.0% of portfolio
35
Q4 2023 New
$5.45B
$2.87 Million 0.0% of portfolio
30
Q4 2023 New
$11.2B
$2.68 Million 0.0% of portfolio
36
Q3 2024 Reduced 59.09%
$1.72B
$2.34 Million 0.0% of portfolio
475
Q3 2024 Reduced 36.24%
$2.49B
$2.13 Million 0.0% of portfolio
63
Q1 2024 New
$1.23B
$2.1 Million 0.0% of portfolio
244
Q4 2023 New
$3.24B
$2.04 Million 0.0% of portfolio
173
Q1 2024 New
$5.64B
$1.93 Million 0.0% of portfolio
15
Q3 2024 Added 15.38%
$1.75B
$1.8 Million 0.0% of portfolio
37
Q2 2024 Reduced 9.76%
$7.45B
$1.78 Million 0.0% of portfolio
161
Q3 2024 New
$913M
$1.77 Million 0.0% of portfolio
110
Q2 2024 Reduced 33.73%
$28.7B
$1.71 Million 0.0% of portfolio
10
Q4 2023 New
$1.48B
$1.67 Million 0.0% of portfolio
49
Q2 2024 New
$1.2B
$1.62 Million 0.0% of portfolio
112
Q4 2023 New
$5.49B
$1.53 Million 0.0% of portfolio
27
Q2 2024 Added 8.0%
$2.12B
$1.52 Million 0.0% of portfolio
187
Q3 2024 New
$4.72B
$1.38 Million 0.0% of portfolio
42
Q2 2024 New
$3.76B
$1.33 Million 0.0% of portfolio
177
Q4 2023 New
$29.7B
$1.26 Million 0.0% of portfolio
8
Q4 2023 New
$2.66B
$1.12 Million 0.0% of portfolio
39
Q3 2024 Added 56.0%
$2.3B
$1.05 Million 0.0% of portfolio
31
Q4 2023 New
$2.41B
$998,000 0.0% of portfolio
25
Q4 2023 New
$7.86B
$839,000 0.0% of portfolio
4
Q4 2023 New
$1.52B
$696,000 0.0% of portfolio
32
Q2 2024 Reduced 44.83%
$47.5B
$672,000 0.0% of portfolio
10
Q4 2023 New
$957M
$582,000 0.0% of portfolio
84
Q1 2024 Reduced 81.86%
$4.59B
$446,000 0.0% of portfolio
11
Q4 2023 New
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