A detailed history of Onyx Bridge Wealth Group LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 42,794 shares of PPI stock, worth $621,796. This represents 0.11% of its overall portfolio holdings.

Number of Shares
42,794
Previous 19,227 122.57%
Holding current value
$621,796
Previous $611,000 4.26%
% of portfolio
0.11%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$14.82 - $32.35 $349,262 - $762,392
23,567 Added 122.57%
42,794 $637,000
Q1 2024

Apr 29, 2024

BUY
$26.62 - $31.83 $57,845 - $69,166
2,173 Added 12.74%
19,227 $611,000
Q4 2023

Jan 31, 2024

BUY
$24.63 - $27.65 $13,423 - $15,069
545 Added 3.3%
17,054 $467,000
Q3 2023

Oct 16, 2023

SELL
$25.06 - $26.78 $6,164 - $6,587
-246 Reduced 1.47%
16,509 $422,000
Q2 2023

Jul 25, 2023

BUY
$23.73 - $25.69 $40,910 - $44,289
1,724 Added 11.47%
16,755 $427,000
Q1 2023

Apr 10, 2023

BUY
$23.95 - $27.74 $41,098 - $47,601
1,716 Added 12.89%
15,031 $376,000
Q4 2022

Jan 11, 2023

BUY
$11.62 - $26.67 $154,720 - $355,111
13,315 New
13,315 $0

Others Institutions Holding PPI

About INVESTMENT MNGERS SER TR II AX


  • Ticker PPI
  • Sector ETFs
  • Industry ETFs
More about PPI
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