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Larson Financial Group’s Perella Weinberg Partners PWP Stock Holding History

Larson Financial Group’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$233 Sell
12
-129
-91% -$2.51K ﹤0.01% 3008
2025
Q1 		$2.59K Sell
141
-206
-59% -$3.79K ﹤0.01% 2074
2024
Q4 		$8.27K Hold
347
– – ﹤0.01% 1540
2024
Q3 		$6.7K Buy
+347
New +$6.7K ﹤0.01% 1601