Sar Wealth Management Group, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Sar Wealth Management Group, LLC

  • $151 Billion
  • Q3 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 18,190 shares of PPI stock, worth $266,301. This represents 0.19% of its overall portfolio holdings.

Number of Shares
18,190
Previous 29,669 38.69%
Holding current value
$266,301
Previous $442 Million 36.2%
% of portfolio
0.19%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$14.33 - $15.56 $164,494 - $178,613
-11,479 Reduced 38.69%
18,190 $282 Million
Q2 2024

Jul 15, 2024
BUY
$14.82 - $32.35 $439,694 - $959,792
29,669 New
29,669 $442 Million

Others Institutions Holding PPI

# of Institutions
39
Shares Held
3.15M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MNGERS SER TR II AX

PPI Quotes by TradingView
  • Ticker PPI
  • Sector ETFs
  • Industry ETFs
More about PPI
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