Number of Shares
41,481
Previous 45,760 9.35%
Holding current value
$1.63 Billion
Previous $1.56 Billion 4.02%
% of portfolio
1.43%
Previous 1.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

SELL
N/A
-4,279 Reduced 9.35%
41,481 $1.63 Billion
Q4 2024

Feb 11, 2025

BUY
N/A
5,417 Added 13.43%
45,760 $1.56 Billion
Q3 2024

Nov 14, 2024

SELL
N/A
-849 Reduced 2.06%
40,343 $1.67 Billion
Q2 2024

Aug 14, 2024

BUY
N/A
909 Added 2.26%
41,192 $1.6 Billion
Q1 2024

May 14, 2024

BUY
N/A
40,283 New
40,283 $1.74 Billion
Track This Portfolio

Track Twin City Private Wealth, LLC Portfolio

Follow Twin City Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin City Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin City Private Wealth, LLC with notifications on news.