Clark Asset Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History
Clark Asset Management, LLC
- $860 Billion
- Q3 2025
A detailed history of Clark Asset Management, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Clark Asset Management, LLC holds 15,726 shares of PPI stock, worth $299,737. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,726
Previous 17,584
10.57%
Holding current value
$299,737
Previous $287 Million
0.27%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding PPI
# of Institutions
45Shares Held
3.01MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.981KShares$18.7 Million6.34% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC745KShares$14.2 Million4.16% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA172KShares$3.28 Million1.83% of portfolio
-
Oregon Pacific Wealth Management, LLC Medford, OR152KShares$2.91 Million2.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC81.1KShares$1.55 Million0.0% of portfolio