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Private Wealth Partners, LLC
Portfolio value
Private Wealth Partners, LLC portfolio value
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$1,046,016,746
is the total value of the holdings Private Wealth Partners, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$1,046,016,746
Q3 2023
$1,087,768,248
Q2 2023
$1,001,725,617
Q1 2023
$873,873,769
Q4 2022
$782,587,000
Q3 2022
$860,277,000
Q2 2022
$1,116,487,000
Q1 2022
$1,183,269,000
Q4 2021
$1,076,504,000
Q3 2021
$1,081,176,000
Q2 2021
$944,299,000
Q1 2021
$921,330,000
Q4 2020
$855,073,000
Q3 2020
$729,820,000
Q2 2020
$593,008,000
Q1 2020
$733,755,000
Q4 2019
$642,488,000
Q3 2019
$649,626,000
Q2 2019
$608,055,000
Q1 2019
$516,810,000
Q4 2018
$655,605,000
Q3 2018
$594,636,000
Q2 2018
$574,231,000
Q1 2018
$540,540,000
Q4 2017
$497,388,000
Q3 2017
$460,518,000
Q2 2017
$451,263,000
Q1 2017
$421,103,000
Q4 2016
$416,439,000
Q3 2016
$416,107,000
Q2 2016
$416,100,000
Q1 2016
$427,830,000
Q4 2015
$397,366,000
Q3 2015
$442,719,000
Q2 2015
$434,413,000
Q1 2015
$425,453,000
Q4 2014
$455,454,000
Q3 2014
$455,112,000
Q2 2014
$424,133,000
Q1 2014
$448,603,000
Q4 2013
$422,141,000
Q3 2013
$401,032,000
Q2 2013