Pack-Private-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "META", "IVW", "IJH", null, "BX", "IJR", "IWD", "EEM", "IWF", null, "IVV", "PBR", "UNH", "AAPL", "ECL", null, "IEFA", "VNQ", "IVOO", "VWO", null, "GGG", "ONB", "IWP", "IWR", "UA", "AMZN", "IVE", "VEA", null, null, "BNDX", "VOO", "RPRX", "BRK-B", "CHRW", "CLFD", "EFA", "IWB", "GOOG" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 41
- Total Value
- 168120164
- Accession Number
- 0001951757-25-000554
- Form Type
- 13F-HR
- Manager Name
- Pack-Private-Wealth
Data Enrichment
83% identified34 identified7 unidentified
Holdings
41 positions • $168.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.3K | QoQ NEW(+10.3K) YoY 0.00% (-0) | All Managers (Combined) | $61.1K | 0.0% ($61.1K/$168.1M) | QoQ NEW(+$61.1K) |