A detailed history of Captrust Financial Advisors transactions in Perella Weinberg Partners stock. As of the latest transaction made, Captrust Financial Advisors holds 10,394 shares of PWP stock, worth $240,205. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,394
Holding current value
$240,205
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$19.44 - $25.98 $202,059 - $270,036
10,394 New
10,394 $247,000
Q2 2022

Aug 16, 2022

BUY
$5.83 - $9.13 $2,396 - $3,752
411 New
411 $2,000

Others Institutions Holding PWP

About Perella Weinberg Partners


  • Ticker PWP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 43,011,600
  • Market Cap $994M
  • 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...
More about PWP
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.