Wescott Financial Advisory Group, LLC Perella Weinberg Partners Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Perella Weinberg Partners stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 20,261 shares of PWP stock, worth $376,854. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,261
Previous 25,196
19.59%
Holding current value
$376,854
Previous $489,000
10.63%
% of portfolio
0.04%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding PWP
# of Institutions
176Shares Held
55.7MCall Options Held
118KPut Options Held
64.3K-
Wellington Management Group LLP Boston, MA4.17MShares$77.6 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.87MShares$72 Million0.0% of portfolio
-
William Blair Investment Management, LLC Chicago, IL3.57MShares$66.3 Million0.22% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.48MShares$64.8 Million0.0% of portfolio
-
Nuveen, LLC Charlotte, NC2.22MShares$41.2 Million0.01% of portfolio
About Perella Weinberg Partners
- Ticker PWP
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 43,011,600
- Market Cap $800M
- 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...