Number of Shares
38,000
Previous 35,500 7.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
N/A
2,500 Added 7.04%
38,000 $0
Q2 2025

Aug 01, 2025

BUY
N/A
24,600 Added 225.69%
35,500 $0
Q4 2024

Jan 31, 2025

BUY
N/A
10,900 New
10,900 $0
Track This Portfolio

Track Private Wealth Partners, LLC Portfolio

Follow Private Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Partners, LLC with notifications on news.