Institutions / Pension & Wealth Management Advisors, Inc. / Activity
Activity — Pension & Wealth Management Advisors, Inc.
4,631 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2023 as of | Trim | iShares MSCI UAE ETF Common stock | $-3.37M | -54K -24.12% | 171,223 2.86% of portfolio | low |
| Q4 2024 as of | Add | 464287200 Common stock | $3.24M | +6K +89.11% | 11,691 1.86% of portfolio | low |
| Q4 2024 as of | New | 97717W422 Common stock | $3.20M | +71K | 70,757 0.86% of portfolio | low |
| Q2 2025 as of | Add | iShares MSCI UAE ETF Common stock | $3.19M | +41K +37.29% | 152,130 3.17% of portfolio | low |
| Q4 2025 as of | Add | 808524722 Common stock | $3.10M | +94K +7.89% | 1,290,890 11.42% of portfolio | low |
| Q2 2023 as of | Trim | 464287200 Common stock | $-3.05M | -3K -54.50% | 2,596 0.69% of portfolio | low |
| Q1 2025 as of | Add | 97717X669 Common stock | $2.99M | +37K +20.79% | 217,662 4.69% of portfolio | low |
| Q2 2023 as of | Trim | 47103U209 Common stock | $-2.93M | -17K -66.03% | 8,753 0.41% of portfolio | low |
| Q4 2024 as of | Add | 464287507 Common stock | $2.90M | +46K +648.49% | 53,667 0.90% of portfolio | low |
| Q3 2025 as of | Trim | 97717W422 Common stock | $-2.85M | -65K -79.14% | 17,020 0.20% of portfolio | low |
| Q4 2024 as of | New | 46138E420 Common stock | $2.85M | +59K | 59,026 0.77% of portfolio | low |
| Q2 2024 as of | Add | NVIDIA Corp Common stock | $2.79M | +23K +863.84% | 25,243 0.84% of portfolio | low |
| Q4 2025 as of | Add | Apple Inc. Common stock | $2.76M | +10K +68.01% | 25,090 1.84% of portfolio | low |
| Q2 2025 as of | Trim | 46138E420 Common stock | $-2.69M | -55K -91.79% | 4,882 0.06% of portfolio | low |
| Q2 2023 as of | Trim | 316092600 Common stock | $-2.67M | -6K -86.68% | 885 0.11% of portfolio | low |
| Q2 2026 as of | Add | 14021M107 Common stock | $2.57M | +70K +23.08% | 371,968 3.69% of portfolio | low |
| Q2 2025 as of | Add | 46434V878 Common stock | $2.54M | +50K +95.66% | 102,631 1.40% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-2.37M | -8K -32.95% | 16,683 1.30% of portfolio | low |
| Q4 2023 as of | Add | 316188309 Common stock | $2.36M | +51K +16.19% | 368,109 4.57% of portfolio | low |
| Q3 2023 as of | Trim | American Tower Corp Common stock | $-2.27M | -14K -96.56% | 492 0.02% of portfolio | low |
| Q3 2023 as of | Add | 921908844 Common stock | $2.27M | +15K +364.25% | 18,607 0.78% of portfolio | low |
| Q3 2025 as of | Trim | 46434V878 Common stock | $-2.25M | -44K -43.17% | 58,321 0.80% of portfolio | low |
| Q4 2025 as of | Add | 316188309 Common stock | $2.25M | +49K +9.10% | 584,863 7.26% of portfolio | low |
| Q1 2023 as of | Add | 78467V848 Common stock | $2.23M | +54K +19.60% | 332,047 3.67% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $2.22M | +28K +300.03% | 36,719 0.80% of portfolio | low |
| Q2 2023 as of | Trim | Coca Cola Co Common stock | $-2.19M | -5K -87.04% | 698 0.09% of portfolio | low |
| Q3 2023 as of | Trim | Chart Industries Inc Common stock | $-2.19M | -13K -94.94% | 689 0.03% of portfolio | low |
| Q3 2024 as of | Add | 316188309 Common stock | $2.18M | +47K +11.61% | 448,895 5.66% of portfolio | low |
| Q3 2025 as of | Trim | 46434V407 Common stock | $-2.18M | -50K -38.68% | 79,745 0.93% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-2.16M | -23K -11.57% | 173,127 4.46% of portfolio | low |
| Q3 2023 as of | Trim | Lockheed Martin Corp Common stock | $-2.10M | -5K -96.45% | 189 0.02% of portfolio | low |
| Q4 2024 as of | Add | 92204A207 Common stock | $2.10M | +10K +754.99% | 11,226 0.64% of portfolio | low |
| Q4 2024 as of | Add | 922908751 Common stock | $2.07M | +9K +14114.75% | 8,671 0.56% of portfolio | low |
| Q3 2025 as of | Add | iShares MSCI UAE ETF Common stock | $2.05M | +25K +16.30% | 176,930 3.94% of portfolio | low |
| Q1 2025 as of | Add | 464287200 Common stock | $2.04M | +4K +31.07% | 15,323 2.32% of portfolio | low |
| Q4 2025 as of | Add | 78467V848 Common stock | $2.03M | +50K +8.40% | 649,763 7.05% of portfolio | low |
| Q1 2024 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.99M | -29K -18.71% | 127,576 2.33% of portfolio | low |
| Q1 2025 as of | Add | 92189F486 Common stock | $1.99M | +78K +46.85% | 243,646 1.68% of portfolio | low |
| Q4 2024 as of | Add | 46137V357 Common stock | $1.98M | +11K +3105.51% | 11,636 0.55% of portfolio | low |
| Q1 2025 as of | Add | 92204A207 Common stock | $1.89M | +9K +77.11% | 19,882 1.17% of portfolio | low |
| Q3 2023 as of | Add | iShares MSCI UAE ETF Common stock | $1.89M | +32K +26.42% | 150,956 2.44% of portfolio | low |
| Q3 2023 as of | Trim | Danaher Corp /De Common stock | $-1.87M | -8K -85.03% | 1,327 0.09% of portfolio | low |
| Q4 2025 as of | Add | 14021M107 Common stock | $1.86M | +53K +23.48% | 281,295 2.64% of portfolio | low |
| Q3 2023 as of | Add | iShares MSCI UAE ETF Common stock | $1.86M | +26K +450.62% | 31,402 0.61% of portfolio | low |
| Q2 2025 as of | Add | 97717X669 Common stock | $1.77M | +21K +9.73% | 238,839 5.39% of portfolio | low |
| Q1 2026 as of | Add | 808524722 Common stock | $1.75M | +56K +4.34% | 1,346,877 11.38% of portfolio | low |
| Q1 2026 as of | Add | 092528504 Common stock | $1.72M | +33K +31.69% | 138,133 1.93% of portfolio | low |
| Q4 2024 as of | Add | Philip Morris International Inc. Common stock | $1.67M | +14K +27710.00% | 13,905 0.45% of portfolio | low |
| Q3 2023 as of | Add | Warren E. Buffett Common stock | $1.62M | +5K +202.98% | 6,923 0.65% of portfolio | low |
| Q4 2024 as of | Add | 922908629 Common stock | $1.61M | +6K +3337.70% | 6,291 0.45% of portfolio | low |