Prw Wealth Management LLC Incresed Positions in Q3 2023

Prw Wealth Management LLC

  • $263 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
16.1K
+ 31.57%
$79.09 - $93.36 $1.27M - $1.5M
66.9K $6.05M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
14.6K
+ 16.96%
$99.36 - $100.14 $1.45M - $1.47M
101K $10.1M
TPL
Texas Pacific Land Corp

Energy
299
+ 19.39%
$1303.17 - $1942.6 $390K - $581K
1.84K $3.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.3K
+ 8.03%
$49.94 - $50.25 $616K - $620K
166K $8.33M
AMZN
Amazon Com Inc

Consumer Cyclical
3.6K
+ 15.61%
$125.98 - $144.85 $453K - $521K
26.7K $3.39M
META
Meta Platforms, Inc.

Communication Services
855
+ 113.7%
$283.25 - $325.48 $242K - $278K
1.61K $482K
MRO
Marathon Oil Corp

Energy
66
+ 0.36%
$22.54 - $27.41 $1.49K - $1.81K
18.4K $491K
NVO
Novo Nordisk A S

Healthcare
2.12K
+ 100.0%
$90.94 - $199.54 $193K - $424K
4.25K $386K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 2.05%
$525.05 - $568.63 $5.25K - $5.69K
498 $281K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
49
+ 0.37%
$26.05 - $28.22 $1.28K - $1.38K
13.3K $347K
Activity Summary
Buys All Purchases 51 New Holdings 40 Increased Positions 11 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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