4 Wealth Advisors, Inc. Investment Mngers Ser Tr Ii Ax Transaction History

4 Wealth Advisors, Inc.

  • $117 Billion
  • Q4 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 51,373 shares of PPI stock, worth $944,235. This represents 0.82% of its overall portfolio holdings.

Number of Shares
51,373
Previous 29,025 77.0%
Holding current value
$944,235
Previous $532 Million 79.9%
% of portfolio
0.82%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$18.36 - $19.17 $410,309 - $428,411
22,348 Added 77.0%
51,373 $957 Million
Q3 2025

Oct 28, 2025
BUY
$16.28 - $18.33 $472,527 - $532,028
29,025 New
29,025 $532 Million

Others Institutions Holding PPI

# of Institutions
47
Shares Held
3.15M
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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