Prw Wealth Management LLC Purchases and Sells in Q3 2023

Prw Wealth Management LLC

$263 Million
Q3 2023

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLE	16.1K + 31.57%	$79.09 - $93.36 $1.27M - $1.5M	66.9K $6.05M
MINT	14.6K + 16.96%	$99.36 - $100.14 $1.45M - $1.47M	101K $10.1M
TPL	299 + 19.39%	$1303.17 - $1942.6 $390K - $581K	1.84K $3.36M
JPST	12.3K + 8.03%	$49.94 - $50.25 $616K - $620K	166K $8.33M
AMZN	3.6K + 15.61%	$125.98 - $144.85 $453K - $521K	26.7K $3.39M
META	855 + 113.7%	$283.25 - $325.48 $242K - $278K	1.61K $482K

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	108K New	$427.76 - $460.18 $46.2M - $49.8M	108K $46.4M
VUG	89.8K New	$269.56 - $293.5 $24.2M - $26.4M	89.8K $24.5M
EFA	231K New	$68.56 - $74.46 $15.9M - $17.2M	231K $16M
VTV	90.6K New	$137.93 - $147.18 $12.5M - $13.3M	90.6K $12.5M
AGG	107K New	$93.85 - $98.43 $10M - $10.5M	107K $10M
YJUN	433K New	$19.74 - $20.92 $8.55M - $9.06M	433K $8.56M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWO	-526K - 99.75%	$221.24 - $254.04 $116M - $134M	1.3K $290K
VOO	-235K - 99.58%	$392.7 - $420.68 $92.3M - $98.9M	1K $393K
FOCT	-529K - 93.01%	$36.36 - $38.65 $19.2M - $20.5M	39.8K $1.45M
GOOGL	-24.8K - 79.99%	$116.45 - $138.21 $2.89M - $3.43M	6.2K $811K
VDC	-12.8K - 88.56%	$182.67 - $199.63 $2.34M - $2.56M	1.66K $302K
SCHF	-55K - 62.11%	$33.82 - $36.71 $1.86M - $2.02M	33.5K $1.14M

Activity Summary All Purchases 51 New Holdings 40 Increased Positions 11 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Prw Wealth Management LLC with notifications on news.