Baldwin Brothers LLC Investment Mngers Ser Tr Ii Ax Transaction History

Baldwin Brothers LLC

$13.5 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$14.33 - $15.56 $731,001 - $793,746	51,012 New	51,012 $791,000

Others Institutions Holding PPI

# of Institutions

46

Shares Held

2.74M

Call Options Held

0

Put Options Held

0

Astoria Portfolio Advisors Llc.

828K
Shares

$12.8 Million
5.01% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

740K
Shares

$11.4 Million
4.03% of portfolio
Vermillion & White Wealth Management Group, LLC Phoenixville, PA

205K
Shares

$3.17 Million
2.19% of portfolio
Lpl Financial LLC Fort Mill, SC

104K
Shares

$1.62 Million
0.0% of portfolio
Latitude Advisors, LLC

81.5K
Shares

$1.26 Million
0.77% of portfolio

About INVESTMENT MNGERS SER TR II AX

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