Personal Wealth Partners
Latest statistics and disclosures from Personal Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Personal Wealth Partners's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: , , , SPSM (-$15M), , IVV (-$10M), IVW (-$9.5M), IJR (-$9.4M), , .
- Sold out of its positions in AMLP, ABT, ABBV, GOOG, GOOGL, AMZN, AAPL, BRK.B, BBY, BMY.
- Personal Wealth Partners was a net seller of stock by $-229M.
- Central Index Key (CIK): 0001766435
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Portfolio Holdings for Personal Wealth Partners
Personal Wealth Partners holds 1 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| There are no holdings None | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Personal Wealth Partners
SEC 13F filings are viewable for Personal Wealth Partners going back to 2018
- Personal Wealth Partners 2022 Q2 filed Aug. 9, 2022
- Personal Wealth Partners 2022 Q1 filed April 25, 2022
- Personal Wealth Partners 2021 Q4 filed Feb. 14, 2022
- Personal Wealth Partners 2021 Q3 filed Oct. 20, 2021
- Personal Wealth Partners 2021 Q2 filed July 23, 2021
- Personal Wealth Partners 2021 Q1 filed April 20, 2021
- Personal Wealth Partners 2020 Q4 filed Feb. 8, 2021
- Personal Wealth Partners 2020 Q3 filed Nov. 2, 2020
- Personal Wealth Partners 2020 Q2 filed Aug. 6, 2020
- Personal Wealth Partners 2020 Q1 filed May 7, 2020
- Personal Wealth Partners 2019 Q4 filed Jan. 28, 2020
- Personal Wealth Partners 2019 Q3 filed Oct. 22, 2019
- Personal Wealth Partners 2019 Q2 filed July 30, 2019
- Personal Wealth Partners 2019 Q1 filed April 17, 2019
- Personal Wealth Partners 2018 Q4 filed Feb. 5, 2019