Bogart Wealth, LLC Investment Mngers Ser Tr Ii Ax Transaction History
Bogart Wealth, LLC
- $1.98 Billion
- Q2 2024
A detailed history of Bogart Wealth, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Bogart Wealth, LLC holds 400 shares of PPI stock, worth $6,176. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 200
100.0%
Holding current value
$6,176
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PPI
# of Institutions
43Shares Held
4.11MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.1.55MShares$24 Million8.45% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC911KShares$14.1 Million5.16% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA345KShares$5.32 Million3.87% of portfolio
-
Jane Street Group, LLC New York, NY187KShares$2.89 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC128KShares$1.98 Million0.0% of portfolio