True Wealth Design, LLC Perella Weinberg Partners Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 2025
A detailed history of True Wealth Design, LLC transactions in Perella Weinberg Partners stock. As of the latest transaction made, True Wealth Design, LLC holds 16 shares of PWP stock, worth $300. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16Holding current value
$300% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding PWP
# of Institutions
182Shares Held
48.3MCall Options Held
7.7KPut Options Held
1.7K-
Black Rock Inc. New York, NY3.87MShares$72.8 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.15MShares$59.2 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA3.01MShares$56.6 Million0.01% of portfolio
-
Channing Capital Management, LLC Chicago, IL2.14MShares$40.3 Million1.24% of portfolio
-
Azora Capital LP Miami, FL1.82MShares$34.3 Million2.5% of portfolio
About Perella Weinberg Partners
- Ticker PWP
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 43,011,600
- Market Cap $809M
- Description
- Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, st...