Creative Planning Permian Basin Royalty Trust Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Creative Planning holds 16,102 shares of PBT stock, worth $168,909. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,102
Previous 15,570
3.42%
Holding current value
$168,909
Previous $175,000
9.14%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding PBT
# of Institutions
98Shares Held
13.9MCall Options Held
124KPut Options Held
195K-
Soft Vest Advisors, LLC Abilene, TX4.43MShares$46.5 Million8.74% of portfolio
-
Horizon Kinetics Asset Management LLC3.68MShares$38.6 Million0.73% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI1.4MShares$14.7 Million0.64% of portfolio
-
Foundation Resource Management Inc669KShares$7.02 Million1.23% of portfolio
-
Moors & Cabot, Inc. Boston, MA535KShares$5.61 Million0.32% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $489M
- Description
- Permian Basin Royalty Trust, an express trust, holds overriding royalty interests in various oil and gas properties in the United States. The company owns a 75% net overriding royalty interest in the Waddell Ranch properties comprising Dune, Judkins, McKnight, Tubb, Devonian, and Waddell fields located in Crane County, Texas. As of December 31, ...