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Private Wealth Management Group, LLC → ASIC

Private Wealth Management Group, LLC ASIC Position History

Ategrity Specialty Insurance Company Holdings

Quarters held
4
Latest value
$2K
Q3 2026
Peak value
$4K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2K
Q1 2026$4K
Q2 2026$2K
Q3 2026$2K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2K97——
Q2 2026$2K97——
Q1 2026$4K189——
Q4 2025$2K97——

Other funds holding ASIC

Other Private Wealth Management Group, LLC positions

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VGES

VANGUARD SCOTTSDALE FDS

$23.5M
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VANGUARD SCOTTSDALE FDS

$22.5M
CRDO

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$18.9M
CRDO

DIMENSIONAL ETF TRUST

$17M
CRDO

DIMENSIONAL ETF TRUST

$15.2M