Kingswood Wealth Advisors, LLC Permian Basin Royalty Trust Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 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 55,006 shares of PBT stock, worth $616,617. This represents 0.08% of its overall portfolio holdings.
Number of Shares
55,006
Previous 117,499
53.19%
Holding current value
$616,617
Previous $1.64 Billion
59.67%
% of portfolio
0.08%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding PBT
# of Institutions
92Shares Held
13.3MCall Options Held
74.4KPut Options Held
171K-
Soft Vest Advisors, LLC Abilene, TX4.3MShares$48.2 Million17.57% of portfolio
-
Horizon Kinetics Asset Management LLC3.55MShares$39.7 Million0.87% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI982KShares$11 Million0.46% of portfolio
-
Foundation Resource Management Inc683KShares$7.65 Million1.3% of portfolio
-
Hosking Partners LLP455KShares$5.1 Million0.21% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $522M
- 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, ...