Sar Wealth Management Group, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Sar Wealth Management Group, LLC

  • $149 Billion
  • Q4 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 18,254 shares of PPI stock, worth $286,952. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,254
Previous 18,190 0.35%
Holding current value
$286,952
Previous $282 Million 6.22%
% of portfolio
0.18%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$14.4 - $15.75 $921 - $1,008
64 Added 0.35%
18,254 $264 Million
Q3 2024

Oct 17, 2024
SELL
$14.33 - $15.56 $164,494 - $178,613
-11,479 Reduced 38.69%
18,190 $282 Million
Q2 2024

Jul 15, 2024
BUY
$14.82 - $32.35 $439,694 - $959,792
29,669 New
29,669 $442 Million

Others Institutions Holding PPI

# of Institutions
38
Shares Held
2.88M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MNGERS SER TR II AX

PPI Quotes by TradingView
  • Ticker PPI
  • Sector ETFs
  • Industry ETFs
More about PPI
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