Financial Services Advisory Inc Investment Mngers Ser Tr Ii Ax Transaction History
Financial Services Advisory Inc
- $255 Million
- Q3 2025
A detailed history of Financial Services Advisory Inc transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Financial Services Advisory Inc holds 48,974 shares of PPI stock, worth $909,936. This represents 0.35% of its overall portfolio holdings.
Number of Shares
48,974Holding current value
$909,936% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding PPI
# of Institutions
48Shares Held
3.13MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.981KShares$18.2 Million6.34% of portfolio
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Hobbs Group Advisors, LLC Columbia, SC745KShares$13.8 Million4.16% of portfolio
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Vermillion & White Wealth Management Group, LLC Phoenixville, PA172KShares$3.19 Million1.83% of portfolio
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Oregon Pacific Wealth Management, LLC Medford, OR152KShares$2.83 Million2.41% of portfolio
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Lpl Financial LLC Fort Mill, SC81.1KShares$1.51 Million0.0% of portfolio