Wealth Enhancement Advisory Services, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Wealth Enhancement Advisory Services, LLC

$61.1 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$14.82 - $32.35 $376,902 - $822,725	25,432 New	25,432 $378,000

Others Institutions Holding PPI

# of Institutions

45

Shares Held

3.07M

Call Options Held

0

Put Options Held

0

Astoria Portfolio Advisors Llc.

981K
Shares

$18.4 Million
6.34% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

745K
Shares

$14 Million
4.16% of portfolio
Vermillion & White Wealth Management Group, LLC Phoenixville, PA

172K
Shares

$3.23 Million
1.83% of portfolio
Oregon Pacific Wealth Management, LLC Medford, OR

152K
Shares

$2.86 Million
2.41% of portfolio
Lpl Financial LLC Fort Mill, SC

92.7K
Shares

$1.74 Million
0.0% of portfolio

About INVESTMENT MNGERS SER TR II AX

Ticker PPI
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