Evolution Wealth Management Inc. Investment Mngers Ser Tr Ii Ax Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 119 shares of PPI stock, worth $2,268. This represents 0.0% of its overall portfolio holdings.
Number of Shares
119Holding current value
$2,268% of portfolio
0.0%Shares
1 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
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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
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Oregon Pacific Wealth Management, LLC Medford, OR152KShares$2.91 Million2.41% of portfolio
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Lpl Financial LLC Fort Mill, SC81.1KShares$1.55 Million0.0% of portfolio