Geo Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Geo Wealth Management, LLC holds 244 shares of PPI stock, worth $3,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares

244

Holding current value

$3,838

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$14.33 - $15.56 $3,496 - $3,796	244 New	244 $3,000

Others Institutions Holding PPI

# of Institutions

Shares Held

3.15M

Call Options Held

Put Options Held

Astoria Portfolio Advisors Llc.

1.05M
Shares

$16.5 Million
5.82% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

839K
Shares

$13.2 Million
4.66% of portfolio
Vermillion & White Wealth Management Group, LLC Phoenixville, PA

262K
Shares

$4.12 Million
3.0% of portfolio
Jane Street Group, LLC New York, NY

152K
Shares

$2.38 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

105K
Shares

$1.65 Million
0.0% of portfolio

View Full List

About INVESTMENT MNGERS SER TR II AX

Ticker PPI
Sector ETFs
Industry ETFs

More about PPI

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Geo Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History