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

Sar Wealth Management Group, LLC

  • $162 Billion
  • Q2 2025

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 18,367 shares of PPI stock, worth $299,014. This represents 0.19% of its overall portfolio holdings.

Number of Shares
18,367
Previous 18,303 0.35%
Holding current value
$299,014
Previous $265 Million 13.2%
% of portfolio
0.19%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$12.75 - $16.34 $816 - $1,045
64 Added 0.35%
18,367 $300 Million
Q1 2025

Apr 11, 2025
BUY
$14.01 - $15.76 $686 - $772
49 Added 0.27%
18,303 $265 Million
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
49
Shares Held
2.81M
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
Track This Portfolio

Track Sar Wealth Management Group, LLC Portfolio

Follow Sar Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email