Prw Wealth Management LLC Sells in Q3 2023

Prw Wealth Management LLC

  • $263 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-526K
- 99.75%
$221.24 - $254.04 $116M - $134M
1.3K $290K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-235K
- 99.58%
$392.7 - $420.68 $92.3M - $98.9M
1K $393K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-529K
- 93.01%
$36.36 - $38.65 $19.2M - $20.5M
39.8K $1.45M
GOOGL
Alphabet Inc.

Communication Services
-24.8K
- 79.99%
$116.45 - $138.21 $2.89M - $3.43M
6.2K $811K
VDC
Vanguard Consumer Staples ETF

ETFs
-12.8K
- 88.56%
$182.67 - $199.63 $2.34M - $2.56M
1.66K $302K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-55K
- 62.11%
$33.82 - $36.71 $1.86M - $2.02M
33.5K $1.14M
NJUL
Innovator Growth 100 Power Buf

Technology
-13.8K
- 73.4%
$50.47 - $52.4 $696K - $723K
5K $254K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-626
- 1.6%
$354.21 - $385.74 $222K - $241K
38.4K $13.8M
AAPL
Apple Inc.

Technology
-408
- 1.58%
$170.43 - $196.45 $69.5K - $80.2K
25.4K $4.35M
HTAB
Hartford Fds Exchange Traded

ETFs
-10.7K
- 51.07%
$18.25 - $19.61 $195K - $210K
10.3K $187K
TSLA
Tesla, Inc.

Consumer Cyclical
-252
- 4.25%
$215.49 - $293.34 $54.3K - $73.9K
5.68K $1.42M
RTX
Raytheon Technologies Corp

Industrials
-499
- 14.54%
$71.58 - $98.39 $35.7K - $49.1K
2.93K $211K
VCIT
Vanguard Intermediate Term Cor

ETFs
-390
- 1.48%
$75.83 - $79.4 $29.6K - $31K
26K $1.98M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.67K
- 18.55%
$15.88 - $16.28 $90K - $92.3K
24.9K $397K
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 1.36%
$301.82 - $333.84 $10.6K - $11.7K
2.55K $769K
AVGO
Broadcom Inc.

Technology
-11
- 3.15%
$808.36 - $922.89 $8.89K - $10.2K
338 $280K
UBER
Uber Technologies, Inc

Technology
-627
- 10.11%
$42.11 - $49.46 $26.4K - $31K
5.57K $256K
INTC
Intel Corp

Technology
-438
- 6.48%
$31.85 - $38.86 $14K - $17K
6.32K $224K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-250
- 2.14%
$340.9 - $370.48 $85.2K - $92.6K
11.4K $4M
LLY
Eli Lilly & CO

Healthcare
-54
- 5.53%
$434.7 - $599.3 $23.5K - $32.4K
923 $495K
NVDA
Nvidia Corp

Technology
-8
- 0.07%
$408.55 - $493.55 $3.27K - $3.95K
11.9K $5.19M
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
Track This Portfolio

Track Prw Wealth Management LLC Portfolio

Follow Prw Wealth Management 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 Prw Wealth Management LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email