Wescott Financial Advisory Group, LLC Perella Weinberg Partners Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Perella Weinberg Partners stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 34,939 shares of PWP stock, worth $889,896. This represents 0.08% of its overall portfolio holdings.
Number of Shares
34,939
Previous 92,860
62.37%
Holding current value
$889,896
Previous $1.51 Million
55.31%
% of portfolio
0.08%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding PWP
# of Institutions
155Shares Held
42.2MCall Options Held
85.6KPut Options Held
5.6K-
Black Rock Inc. New York, NY3.87MShares$98.6 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.9MShares$74 Million0.0% of portfolio
-
Azora Capital LP Miami, FL2.41MShares$61.4 Million2.67% of portfolio
-
Westwood Holdings Group Inc Dallas, TX2.1MShares$53.4 Million0.32% of portfolio
-
Schroder Investment Management Group London, X01.74MShares$44.3 Million0.04% of portfolio
About Perella Weinberg Partners
- Ticker PWP
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 43,011,600
- Market Cap $1.1B
- 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...