Basic Stats
| Current Positions | 0 |
Latest Holdings, Performance, AUM (from 13F, 13D)
Personal Wealth Partners has disclosed 0 total holdings in their latest SEC filings. Personal Wealth Partners’s top holdings are The Coca-Cola Company (US:KO) , Vanguard Index Funds - Vanguard Growth ETF (US:VUG) , iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF (US:HYG) , NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note (US:NEE.PRN) , and Glacier Bancorp, Inc. (US:GBCI) .
Top Increases This Quarter
We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.
| Security | Shares (MM) |
Value (MM$) |
Portfolio % | ΔPortfolio % |
|---|
Top Decreases This Quarter
We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.
| Security | Shares (MM) |
Value (MM$) |
Portfolio % | ΔPortfolio % |
|---|---|---|---|---|
| 0.00 | 0.00 | -18.4843 | ||
| 0.00 | 0.00 | -8.6494 | ||
| 0.00 | 0.00 | -7.2668 | ||
| 0.00 | 0.00 | -6.7157 | ||
| 0.00 | 0.00 | -6.5547 | ||
| 0.00 | 0.00 | -4.4643 | ||
| 0.00 | 0.00 | -4.1293 | ||
| 0.00 | 0.00 | -4.0991 | ||
| 0.00 | 0.00 | -3.6323 | ||
| 0.00 | 0.00 | -3.4722 |
13F and Fund Filings
This form was filed on 2022-08-09 for the reporting period 2022-06-30. This investor has not disclosed securities that are counted in shares, so the shares-related columns in the table below are omitted. Click the link icon to see the full transaction history.
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