Lpl Financial LLC Investment Mngers Ser Tr Ii Ax Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Lpl Financial LLC holds 92,650 shares of PPI stock, worth $1.7 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
92,650
Previous 81,061
14.3%
Holding current value
$1.7 Million
Previous $1.32 Million
28.25%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding PPI
# of Institutions
47Shares Held
3.07MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.981KShares$18 Million6.34% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC755KShares$13.9 Million4.31% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA181KShares$3.32 Million1.89% of portfolio
-
Oregon Pacific Wealth Management, LLC Medford, OR152KShares$2.8 Million2.41% of portfolio
-
Latitude Advisors, LLC69.9KShares$1.29 Million0.71% of portfolio