4 Wealth Advisors, Inc. Investment Mngers Ser Tr Ii Ax Transaction History

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 29,025 shares of PPI stock, worth $553,216. This represents 0.48% of its overall portfolio holdings.

Number of Shares

29,025

Holding current value

$553,216

% of portfolio

0.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	BUY	$16.28 - $18.33 $472,527 - $532,028	29,025 New	29,025 $532 Million

Others Institutions Holding PPI

# of Institutions

Shares Held

3.06M

Call Options Held

Put Options Held

Astoria Portfolio Advisors Llc.

981K
Shares

$18.7 Million
6.34% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

745K
Shares

$14.2 Million
4.16% of portfolio
Vermillion & White Wealth Management Group, LLC Phoenixville, PA

172K
Shares

$3.28 Million
1.83% of portfolio
Oregon Pacific Wealth Management, LLC Medford, OR

152K
Shares

$2.91 Million
2.41% of portfolio
Lpl Financial LLC Fort Mill, SC

81.1K
Shares

$1.55 Million
0.0% of portfolio

View Full List

About INVESTMENT MNGERS SER TR II AX

Ticker PPI
Sector ETFs
Industry ETFs

More about PPI

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4 Wealth Advisors, Inc. Investment Mngers Ser Tr Ii Ax Transaction History