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Private Wealth Management Group’s Alpha Tau Medical DRTS Stock Holding History

Private Wealth Management Group’s Portfolio DRTS Stock Details DRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.2K Hold
752
– – ﹤0.01% 594
2026
Q2 		$9.46K Hold
752
– – ﹤0.01% 597
2026
Q1 		$5.32K Buy
+752
New +$5.31K ﹤0.01% 747

Other funds holding DRTS

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Financial Guidance Group
Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Private Wealth Management Group's DRTS Position: Q3 2026 in Review

Private Wealth Management Group held its Alpha Tau Medical (DRTS) position steady in Q3 2026 at 752 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Private Wealth Management Group first reported a position in DRTS in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold DRTS as of Q3 2026.

  • Private Wealth Management Group held 752 shares of Alpha Tau Medical worth $11.2K as of Q3 2026.
  • Private Wealth Management Group left its Alpha Tau Medical share count unchanged in Q3 2026.
  • Alpha Tau Medical made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #594 holding.
  • Private Wealth Management Group first reported a position in Alpha Tau Medical in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.