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Michael B. Yongue

@Private Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$1.255BTotal holdings170
Assets growth rate-6.94%Assets growth rate (2-Q avg)0.45%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Private Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.255B in assets, with a quarterly growth rate of -6.94% and a 2-quarter average growth rate of 0.45%. The portfolio is managed by Michael B. Yongue, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CFBCrossfirst Bankshares Inc
Recent Activity
Exited
0%
$488,387
34,835 shares@ $14.03 avg price
NVSNovartis Ag
Recent Activity
Exited
0%
$275,731
2,590 shares@ $106.46 avg price
0929⤦Blackrock Etf Trust
Recent Activity
Exited
0%
$260,646
9,500 shares@ $27.44 avg price
ULUnilever Plc
Recent Activity
Exited
0%
$228,209
4,150 shares@ $55.0 avg price
CORCencora Inc
Recent Activity
Exited
0%
$225,300
1,000 shares@ $225.3 avg price
0674⤦Barclays Bank Plc
Recent Activity
Exited
0%
$218,400
20,000 shares@ $10.92 avg price
PACBPacific Biosciences Calif In
Recent Activity
Exited
0%
$54,800
40,000 shares@ $1.37 avg price