Simplicity Wealth,Llc Perella Weinberg Partners Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PWP
# of Institutions
155Shares Held
42.2MCall Options Held
85.6KPut Options Held
5.6K-
Black Rock Inc. New York, NY3.87MShares$94.2 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.9MShares$70.6 Million0.0% of portfolio
-
Azora Capital LP Miami, FL2.41MShares$58.7 Million2.67% of portfolio
-
Westwood Holdings Group Inc Dallas, TX2.1MShares$51 Million0.32% of portfolio
-
Schroder Investment Management Group London, X01.74MShares$42.3 Million0.04% of portfolio
About Perella Weinberg Partners
- Ticker PWP
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 43,011,600
- Market Cap $1.05B
- Description
- Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, st...