Purchases and Sales Made in Q4 2024 in Investment Mngers Ser Tr Ii Ax (PPI)
This table provides information about the institutional ownership of Investment Mngers Ser Tr Ii Ax (PPI) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESTMENT MNGERS SER TR II AX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
47.9KNew |
$690K - $755K
|
47.9K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
255+ 0.69% |
$3.67K - $4.02K
|
37K
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.35% |
$922 - $1.01K
|
18.3K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.26K- 2.58% |
$18.1K - $19.8K
|
47.5K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.26K- 8.38% |
$18.2K - $19.9K
|
13.8K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.3K- 2.75% |
$33.2K - $36.3K
|
81.5K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.57K- 6.7% |
$37K - $40.5K
|
35.8K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-221K- 21.09% |
$3.19M - $3.49M
|
828K
$12.6M
|