Creative Planning Perella Weinberg Partners Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Perella Weinberg Partners stock. As of the latest transaction made, Creative Planning holds 51,943 shares of PWP stock, worth $966,139. This represents 0.0% of its overall portfolio holdings.
Number of Shares
51,943
Previous 37,883
37.11%
Holding current value
$966,139
Previous $735,000
52.65%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PWP
# of Institutions
176Shares Held
55.7MCall Options Held
118KPut Options Held
64.3K-
Wellington Management Group LLP Boston, MA4.17MShares$77.6 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.87MShares$72 Million0.0% of portfolio
-
William Blair Investment Management, LLC Chicago, IL3.57MShares$66.3 Million0.22% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.48MShares$64.8 Million0.0% of portfolio
-
Nuveen, LLC Charlotte, NC2.22MShares$41.2 Million0.01% of portfolio
About Perella Weinberg Partners
- Ticker PWP
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 43,011,600
- Market Cap $800M
- 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...