Farther Finance Advisors’s Perella Weinberg Partners PWP Stock Holding History

Farther Finance Advisors’s Portfolio PWP Stock Details PWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$810	Buy
2025 Q2	$544	Hold
2025 Q1	$518	Hold
2024 Q4	$668	Hold
2024 Q3	$541	Buy
2024 Q2	$368	Hold
2024 Q1	$327	Sell
2023 Q4	$709	Buy