Number of Shares
20,000
Previous 10,000 100.0%
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 2024

Oct 29, 2024

BUY
N/A
10,000 Added 100.0%
20,000 $0
Q2 2024

Aug 07, 2024

SELL
N/A
-1,000 Reduced 9.09%
10,000 $0
Q1 2024

May 08, 2024

BUY
N/A
11,000 New
11,000 $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.