Private Wealth Management Group, LLC Banks—Regional

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.4B
$93.2 Million 0.04% of portfolio
504
Q3 2024 Added 0.2%
$1.36B
$53.5 Million 0.02% of portfolio
2,884
Q3 2024 Added 1.19%
$56.8B
$52.7 Million 0.02% of portfolio
1,232
Q3 2024 Added 0.41%
$3.38B
$33.2 Million 0.01% of portfolio
1,569
Q4 2023 New
$21.5B
$32.9 Million 0.01% of portfolio
1,409
Q3 2024 Added 0.21%
$21.5B
$26.5 Million 0.01% of portfolio
644
Q3 2024 Added 0.47%
$10.8B
$20.1 Million 0.01% of portfolio
1,295
Q3 2024 Reduced 1.15%
$32.5B
$18.9 Million 0.01% of portfolio
106
Q3 2024 Added 0.95%
$31B
$18.4 Million 0.01% of portfolio
10
Q2 2024 Reduced 56.52%
$28.2B
$16.7 Million 0.01% of portfolio
390
Q3 2024 Reduced 0.51%
$70.4B
$13.1 Million 0.01% of portfolio
286
Q4 2023 New
$5B
$12.4 Million 0.0% of portfolio
877
Q4 2023 New
$7.41B
$12.2 Million 0.0% of portfolio
274
Q4 2023 New
$9.43B
$10.5 Million 0.0% of portfolio
225
Q2 2024 Reduced 27.42%
$4.81B
$8.94 Million 0.0% of portfolio
241
Q2 2024 Reduced 4.37%
$7.98B
$8.55 Million 0.0% of portfolio
181
Q3 2024 Added 0.56%
$5.58B
$8.37 Million 0.0% of portfolio
309
Q4 2023 New
$2.44B
$8.25 Million 0.0% of portfolio
327
Q4 2023 New
$15.6B
$7.81 Million 0.0% of portfolio
466
Q3 2024 Added 1.08%
$7.57B
$7.71 Million 0.0% of portfolio
71
Q4 2023 New
$3.12B
$5.86 Million 0.0% of portfolio
115
Q2 2024 Added 19.79%
$6.11B
$5.61 Million 0.0% of portfolio
176
Q4 2023 New
$3.5B
$4.91 Million 0.0% of portfolio
228
Q4 2023 New
$358M
$4.44 Million 0.0% of portfolio
221
Q2 2024 Added 380.43%
$8.54B
$3.98 Million 0.0% of portfolio
46
Q4 2023 New
$23.1B
$3.85 Million 0.0% of portfolio
262
Q3 2024 Added 1.55%
$4.36B
$3.77 Million 0.0% of portfolio
416
Q2 2024 New
$358M
$3.57 Million 0.0% of portfolio
155
Q4 2023 New
$3.35B
$3.35 Million 0.0% of portfolio
78
Q2 2024 Reduced 50.63%
$912M
$3.24 Million 0.0% of portfolio
56
Q2 2024 Added 366.67%
$4.68B
$3.17 Million 0.0% of portfolio
62
Q4 2023 New
$8.58B
$3.04 Million 0.0% of portfolio
31
Q4 2023 New
$7.3B
$2.85 Million 0.0% of portfolio
48
Q4 2023 New
$1.89B
$2.7 Million 0.0% of portfolio
83
Q2 2024 Reduced 47.8%
$2.56B
$2.55 Million 0.0% of portfolio
45
Q4 2023 New
$582M
$2.32 Million 0.0% of portfolio
70
Q2 2024 Reduced 58.82%
$2.5B
$2.25 Million 0.0% of portfolio
39
Q4 2023 New
$4.12B
$2.25 Million 0.0% of portfolio
36
Q2 2024 Added 33.33%
$1.36B
$2.24 Million 0.0% of portfolio
178
Q4 2023 New
$847M
$2.23 Million 0.0% of portfolio
95
Q4 2023 New
$6.04B
$2.2 Million 0.0% of portfolio
118
Q3 2024 Added 6.31%
$2.75B
$2.19 Million 0.0% of portfolio
37
Q2 2024 Reduced 45.59%
$3.11B
$2.09 Million 0.0% of portfolio
72
Q2 2024 Reduced 38.98%
$7.03B
$2.09 Million 0.0% of portfolio
20
Q2 2024 Added 233.33%
$4.96B
$2.07 Million 0.0% of portfolio
56
Q4 2023 New
$2.25B
$2.05 Million 0.0% of portfolio
55
Q2 2024 Reduced 46.08%
$293M
$2.03 Million 0.0% of portfolio
114
Q1 2024 New
$2.18B
$1.91 Million 0.0% of portfolio
76
Q2 2024 Reduced 47.95%
$6.73B
$1.91 Million 0.0% of portfolio
19
Q4 2023 New
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