Core Cap Advisors, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Core Cap Advisors, LLC

$2.64 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$14.01 - $15.76 $1,050 - $1,182	75 New	75 $1,000

Others Institutions Holding PPI

# of Institutions

46

Shares Held

3.08M

Call Options Held

0

Put Options Held

0

Astoria Portfolio Advisors Llc.

981K
Shares

$18 Million
6.34% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

755K
Shares

$13.9 Million
4.31% of portfolio
Vermillion & White Wealth Management Group, LLC Phoenixville, PA

172K
Shares

$3.16 Million
1.83% of portfolio
Oregon Pacific Wealth Management, LLC Medford, OR

152K
Shares

$2.8 Million
2.41% of portfolio
Lpl Financial LLC Fort Mill, SC

92.7K
Shares

$1.7 Million
0.0% of portfolio

About INVESTMENT MNGERS SER TR II AX

Ticker PPI
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