Prevail Innovative Wealth Advisors, LLC Penny Mac Mortgage Investment Trust Transaction History
Prevail Innovative Wealth Advisors, LLC
- $515 Billion
- Q3 2025
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Penny Mac Mortgage Investment Trust stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 180,452 shares of PMT stock, worth $2.25 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
180,452
Previous 183,004
1.39%
Holding current value
$2.25 Million
Previous $2.35 Billion
6.0%
% of portfolio
0.43%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding PMT
# of Institutions
228Shares Held
59.1MCall Options Held
983KPut Options Held
5.41M-
Black Rock Inc. New York, NY14.9MShares$185 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.43MShares$117 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD5.95MShares$74.1 Million0.04% of portfolio
-
State Street Corp Boston, MA3.37MShares$42 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA2.2MShares$27.5 Million0.0% of portfolio
About PennyMac Mortgage Investment Trust
- Ticker PMT
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Mortgage
- Shares Outstandng 90,094,096
- Market Cap $1.12B
- Description
- PennyMac Mortgage Investment Trust, a specialty finance company, primarily invests in mortgage-related assets in the United States. The company's Credit Sensitive Strategies segment invests in credit risk transfer (CRT) agreements, CRT securities, distressed loans, real estate, and non-agency subordinated bonds. Its Interest Rate Sensitive Strat...