Kingswood Wealth Advisors, LLC Permian Basin Royalty Trust Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 51,930 shares of PBT stock, worth $719,749. This represents 0.04% of its overall portfolio holdings.
Number of Shares
51,930
Previous 54,930
5.46%
Holding current value
$719,749
Previous $616 Million
0.02%
% of portfolio
0.04%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding PBT
# of Institutions
98Shares Held
13.9MCall Options Held
124KPut Options Held
195K-
Soft Vest Advisors, LLC Abilene, TX4.43MShares$61.4 Million8.74% of portfolio
-
Horizon Kinetics Asset Management LLC3.68MShares$51.1 Million0.73% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI1.4MShares$19.4 Million0.64% of portfolio
-
Foundation Resource Management Inc669KShares$9.28 Million1.23% of portfolio
-
Moors & Cabot, Inc. Boston, MA535KShares$7.42 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 $646M
- 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, ...