Sar Wealth Management Group, LLC Investment Mngers Ser Tr Ii Ax Transaction History
Sar Wealth Management Group, LLC
- $151 Billion
- Q3 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 18,190 shares of PPI stock, worth $266,119. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,190
Previous 29,669
38.69%
Holding current value
$266,119
Previous $442 Million
36.2%
% of portfolio
0.19%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding PPI
# of Institutions
39Shares Held
3.15MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.1.05MShares$15.4 Million5.82% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC839KShares$12.3 Million4.66% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA262KShares$3.83 Million3.0% of portfolio
-
Jane Street Group, LLC New York, NY152KShares$2.22 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC105KShares$1.53 Million0.0% of portfolio