Private Wealth Partners, LLC Purchases in Q3 2024

Private Wealth Partners, LLC

  • $1.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
3K
New
$62.69 - $73.01 $188K - $219K
3K $215K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
3.05K
New
$62.57 - $70.53 $191K - $215K
3.05K $211K
AVGO
Broadcom Inc.

Technology
4.16K
+ 1152.63%
$136.27 - $1745.86 $567K - $7.26M
4.52K $780K
ET
Energy Transfer LP

Energy
12K
New
$15.43 - $16.44 $185K - $197K
12K $192K
VZ
Verizon Communications Inc

Communication Services
415
+ 0.92%
$38.89 - $45.0 $16.1K - $18.7K
45.6K $2.05M
NDAQ
Nasdaq, Inc.

Financial Services
1.27K
+ 24.42%
$59.48 - $74.31 $75.5K - $94.4K
6.47K $472K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
500
+ 2.99%
$70.04 - $77.47 $35K - $38.7K
17.3K $1.34M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.24K
+ 24.8%
$49.84 - $70.47 $61.8K - $87.4K
6.24K $395K
XOM
Exxon Mobil Corp

Energy
614
+ 3.76%
$109.72 - $119.0 $67.4K - $73.1K
16.9K $1.99M
STT
State Street Corp

Financial Services
500
+ 12.26%
$73.37 - $89.31 $36.7K - $44.7K
4.58K $405K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 1.67%
$475.2 - $527.7 $19K - $21.1K
2.43K $1.28M
EOG
Eog Resources Inc

Energy
750
+ 18.75%
$117.9 - $132.65 $88.4K - $99.5K
4.75K $583K
PANW
Palo Alto Networks Inc

Technology
200
+ 12.08%
$294.18 - $368.01 $58.8K - $73.6K
1.86K $634K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
400
+ 18.65%
$147.95 - $191.05 $59.2K - $76.4K
2.55K $441K
WYNN
Wynn Resorts LTD

Consumer Cyclical
275
+ 5.77%
$73.55 - $97.62 $20.2K - $26.8K
5.04K $483K
XLV
Select Sector Spdr Fund Health

ETFs
207
+ 7.32%
$143.3 - $157.24 $29.7K - $32.5K
3.03K $467K
MAR
Marriott International Inc

Consumer Cyclical
80
+ 1.76%
$211.35 - $255.11 $16.9K - $20.4K
4.62K $1.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
60
+ 0.65%
$57.32 - $62.65 $3.44K - $3.76K
9.36K $583K
NFLX
Netflix Inc

Communication Services
5
+ 0.57%
$598.55 - $722.26 $2.99K - $3.61K
887 $629K
SLB
Schlumberger Limited

Energy
1K
+ 19.21%
$39.57 - $49.67 $39.6K - $49.7K
6.21K $260K
XLK
Technology Sector Spdr

ETFs
20
+ 0.73%
$197.34 - $237.68 $3.95K - $4.75K
2.78K $626K
Blackrock ETF Trust Ii
5K
New
N/A
5K $0
Goldman Sachs ETF Tr
3K
+ 7.74%
N/A
41.8K $0
United Sts Nat Gas Fd LP
10K
+ 100.0%
N/A
20K $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.6K
+ 2.36%
$17.94 - $20.93 $28.7K - $33.5K
69.3K $1.28M
OXY
Occidental Petroleum Corp

Energy
7.35K
+ 16.64%
$49.91 - $63.73 $367K - $468K
51.5K $2.66M
INTC
Intel Corp

Technology
561
+ 1.51%
$18.9 - $34.87 $10.6K - $19.6K
37.8K $887K
QCOM
Qualcomm Inc

Technology
223
+ 0.2%
$156.12 - $209.64 $34.8K - $46.7K
114K $19.5M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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