Investment Mngers Ser Tr Ii Ax PPI
Institutional shares held
3.13 Million
0
calls
0
puts
Total value of holdings
$57.4M
$0
calls
$0
puts
# of Institutions
48
We take great care to ensure that the data presented and summarized in this overview for INVESTMENT MNGERS SER TR II AX is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding PPI
View all-
Astoria Portfolio Advisors Llc.981KShares$18 Million6.34% of portfolio
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Hobbs Group Advisors, LLC Columbia, SC745KShares$13.7 Million4.16% of portfolio
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Vermillion & White Wealth Management Group, LLC Phoenixville, PA172KShares$3.16 Million1.83% of portfolio
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Oregon Pacific Wealth Management, LLC Medford, OR152KShares$2.8 Million2.41% of portfolio
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Lpl Financial LLC Fort Mill, SC81.1KShares$1.49 Million0.0% of portfolio
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Latitude Advisors, LLC69.9KShares$1.28 Million0.71% of portfolio
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Puff Wealth Management, LLC Haddonfield, NJ67.2KShares$1.23 Million1.87% of portfolio
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Armis Advisers, LLC Atlanta, GA64.6KShares$1.19 Million0.08% of portfolio
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Black Diamond Wealth Management Inc.59.4KShares$1.09 Million0.66% of portfolio
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Onyx Bridge Wealth Group LLC56.4KShares$1.04 Million0.13% of portfolio