Wescott Financial Advisory Group, LLC Perella Weinberg Partners Transaction History
Wescott Financial Advisory Group, LLC
- $857 Million
- Q1 2025
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 25,097 shares of PWP stock, worth $448,985. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,097
Previous 25,010
0.35%
Holding current value
$448,985
Previous $596,000
22.65%
% of portfolio
0.05%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding PWP
# of Institutions
181Shares Held
48.1MCall Options Held
7.7KPut Options Held
1.7K-
Black Rock Inc. New York, NY3.87MShares$69.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.15MShares$56.4 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA3.01MShares$53.8 Million0.01% of portfolio
-
Channing Capital Management, LLC Chicago, IL2.14MShares$38.3 Million1.24% of portfolio
-
Azora Capital LP Miami, FL1.82MShares$32.6 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 $769M
- 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...