Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: PRIVATE WEALTH PARTNERS LLC
  City: LARKSPUR
  State: CA
  Zip: 94939
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,250,659,000
  Total Value Change : $67,532,000
  Securities Held Change : -7
   
All Securities Held : 163
  New Positions : 7
  Closed Positions : 14
  Increased Positions : 50
  Unchanged Positions : 37
  Decreased Positions : 69

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (JCPB)1 Year Chart         JCPB Jpmorgan Core Plus Bond Etf 169 Closed $0.00 $0 0 0% -222,000 -4,725 0    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc 175 Closed $81.04 $0 0 0% -236,000 -2,860 0    Medical Appliances & ...
   (NKE)1 Year Chart         NKE Nike Inc B 168 Closed $93.39 $0 0 0% -647,000 -5,963 0    Textile - Apparel Foo...
   (OKE)1 Year Chart         OKE ONEOK Inc 174 Closed $78.10 $0 0 0% -298,000 -4,238 0    Gas Utilities
   (IRDM)1 Year Chart         IRDM Iridium Communications Inc 167 Closed $26.45 $0 0 0% -494,000 -12,000 0    Diversified Investments
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 173 Closed $276.26 $0 0 0% -215,000 -552 0    CATV Systems
   (TGH)1 Year Chart         TGH Textainer Group Holdings Li... 166 Closed $49.99 $0 0 0% -224,000 -4,550 0    Business Services
   (T)1 Year Chart         T AT&T Corp 172 Closed $17.64 $0 0 0% -220,000 -13,124 0    Long Distance Carriers
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 165 Closed $504.00 $0 0 0% -1,161,000 -2,091 0    Diagnostic Substances
   (CAKE)1 Year Chart         CAKE Cheesecake Factory Incorpor... 171 Closed $39.47 $0 0 0% -438,000 -12,500 0    Restaurants
   (MO)1 Year Chart         MO Altria Group Inc 177 Closed $44.32 $0 0 0% -328,000 -8,130 0    Cigarettes & Other To...
   (WAT)1 Year Chart         WAT Waters Corp 164 Closed $294.94 $0 0 0% -412,000 -1,250 0    Scientific & Technica...
   (EXPD)1 Year Chart         EXPD Expeditors International of... 170 Closed $123.39 $0 0 0% -204,000 -1,600 0    AirDelivery & Freight...
   (SBOW)1 Year Chart         SBOW SilverBow Resources Inc 176 Closed $38.10 $0 0 0% -291,000 -10,000 0    Independent Oil & Gas
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us