Charles Schwab Investment Management Inc Perella Weinberg Partners Transaction History
Charles Schwab Investment Management Inc
- $521 Billion
- Q1 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Perella Weinberg Partners stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 461,673 shares of PWP stock, worth $9.49 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
461,673
Previous 457,759
0.86%
Holding current value
$9.49 Million
Previous $10.9 Million
22.16%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding PWP
# of Institutions
182Shares Held
48.2MCall Options Held
7.7KPut Options Held
1.7K-
Black Rock Inc. New York, NY3.87MShares$79.6 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.15MShares$64.8 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA3.01MShares$61.9 Million0.01% of portfolio
-
Channing Capital Management, LLC Chicago, IL2.14MShares$44.1 Million1.24% of portfolio
-
Azora Capital LP Miami, FL1.82MShares$37.5 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 $884M
- 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...