Waddell & Associates, LLC Investment Mngers Ser Tr Ii Ax Transaction History
Waddell & Associates, LLC
- $927 Million
- Q2 2025
A detailed history of Waddell & Associates, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Waddell & Associates, LLC holds 30,098 shares of PPI stock, worth $573,667. This represents 0.05% of its overall portfolio holdings.
Number of Shares
30,098
Previous 30,098
-0.0%
Holding current value
$573,667
Previous $436,000
12.61%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding PPI
# of Institutions
46Shares Held
3.06MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.981KShares$18.7 Million6.34% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC745KShares$14.2 Million4.16% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA172KShares$3.28 Million1.83% of portfolio
-
Oregon Pacific Wealth Management, LLC Medford, OR152KShares$2.91 Million2.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC81.1KShares$1.55 Million0.0% of portfolio