Private Wealth Management Group, LLC Banks—Regional

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.8B
$97.2 Million 0.04% of portfolio
504
Q3 2024 Added 0.2%
$1.37B
$54.4 Million 0.02% of portfolio
2,884
Q3 2024 Added 1.19%
$62.2B
$53.2 Million 0.02% of portfolio
1,226
Q4 2024 Reduced 0.49%
$22.5B
$33.1 Million 0.01% of portfolio
1,409
Q3 2024 Added 0.21%
$3.76B
$29.2 Million 0.01% of portfolio
1,569
Q4 2023 New
$23B
$28.2 Million 0.01% of portfolio
644
Q3 2024 Added 0.47%
$11.5B
$24.7 Million 0.01% of portfolio
1,227
Q4 2024 Reduced 5.25%
$32.1B
$21.1 Million 0.01% of portfolio
10
Q2 2024 Reduced 56.52%
$33.9B
$19.9 Million 0.01% of portfolio
106
Q3 2024 Added 0.95%
$29.9B
$16.5 Million 0.01% of portfolio
390
Q3 2024 Reduced 0.51%
$8.01B
$14 Million 0.01% of portfolio
274
Q4 2023 New
$69.6B
$13.7 Million 0.01% of portfolio
286
Q4 2023 New
$5.37B
$13 Million 0.0% of portfolio
877
Q4 2023 New
$10.4B
$12.4 Million 0.0% of portfolio
225
Q2 2024 Reduced 27.42%
$8.42B
$9.82 Million 0.0% of portfolio
181
Q3 2024 Added 0.56%
$5.06B
$9.05 Million 0.0% of portfolio
241
Q2 2024 Reduced 4.37%
$2.6B
$8.79 Million 0.0% of portfolio
327
Q4 2023 New
$6.14B
$8.75 Million 0.0% of portfolio
309
Q4 2023 New
$5.87B
$8.6 Million 0.0% of portfolio
193
Q4 2024 Reduced 1.03%
$16.3B
$6.15 Million 0.0% of portfolio
359
Q4 2024 Reduced 22.96%
$3.44B
$6.11 Million 0.0% of portfolio
115
Q2 2024 Added 19.79%
$6.26B
$6.06 Million 0.0% of portfolio
176
Q4 2023 New
$3.68B
$5.45 Million 0.0% of portfolio
228
Q4 2023 New
$395M
$5.25 Million 0.0% of portfolio
221
Q2 2024 Added 380.43%
$24.3B
$4.26 Million 0.0% of portfolio
262
Q3 2024 Added 1.55%
$9.19B
$3.84 Million 0.0% of portfolio
46
Q4 2023 New
$1.01B
$3.8 Million 0.0% of portfolio
56
Q2 2024 Added 366.67%
$5.09B
$3.77 Million 0.0% of portfolio
416
Q2 2024 New
$3.42B
$3.71 Million 0.0% of portfolio
78
Q2 2024 Reduced 50.63%
$9.31B
$3.43 Million 0.0% of portfolio
30
Q4 2024 Reduced 3.23%
$5.04B
$3.39 Million 0.0% of portfolio
62
Q4 2023 New
$358M
$3.18 Million 0.0% of portfolio
155
Q4 2023 New
$7.86B
$3.05 Million 0.0% of portfolio
49
Q4 2024 Added 2.08%
$2.14B
$2.97 Million 0.0% of portfolio
83
Q2 2024 Reduced 47.8%
$2.74B
$2.76 Million 0.0% of portfolio
45
Q4 2023 New
$6.89B
$2.56 Million 0.0% of portfolio
118
Q3 2024 Added 6.31%
$967M
$2.43 Million 0.0% of portfolio
95
Q4 2023 New
$322M
$2.4 Million 0.0% of portfolio
114
Q1 2024 New
$3.02B
$2.38 Million 0.0% of portfolio
37
Q2 2024 Reduced 45.59%
$2.5B
$2.37 Million 0.0% of portfolio
39
Q4 2023 New
$607M
$2.33 Million 0.0% of portfolio
70
Q2 2024 Reduced 58.82%
$3.11B
$2.33 Million 0.0% of portfolio
72
Q2 2024 Reduced 38.98%
$4.45B
$2.25 Million 0.0% of portfolio
36
Q2 2024 Added 33.33%
$2.61B
$2.19 Million 0.0% of portfolio
55
Q2 2024 Reduced 46.08%
$1.36B
$2.19 Million 0.0% of portfolio
178
Q4 2023 New
$7.27B
$2.13 Million 0.0% of portfolio
20
Q2 2024 Added 233.33%
$5.27B
$2.02 Million 0.0% of portfolio
56
Q4 2023 New
$1.54B
$1.94 Million 0.0% of portfolio
44
Q2 2024 New
$1.22B
$1.93 Million 0.0% of portfolio
48
Q4 2023 New
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