Creative Planning Permian Basin Royalty Trust Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Permian Basin Royalty Trust stock. As of the latest transaction made, Creative Planning holds 16,102 shares of PBT stock, worth $177,122. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,102
Previous 15,570
3.42%
Holding current value
$177,122
Previous $175,000
9.14%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding PBT
# of Institutions
101Shares Held
13.8MCall Options Held
124KPut Options Held
195K-
Soft Vest Advisors, LLC Abilene, TX4.43MShares$48.7 Million8.74% of portfolio
-
Horizon Kinetics Asset Management LLC3.68MShares$40.5 Million0.73% of portfolio
-
Schwartz Investment Counsel Inc Plymouth, MI1.39MShares$15.3 Million0.6% of portfolio
-
Foundation Resource Management Inc663KShares$7.29 Million1.22% of portfolio
-
Moors & Cabot, Inc. Boston, MA535KShares$5.89 Million0.32% of portfolio
About PERMIAN BASIN ROYALTY TRUST
- Ticker PBT
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Midstream
- Shares Outstandng 46,608,800
- Market Cap $513M
- Description
- Permian Basin Royalty Trust, an express trust, holds overriding royalty interests in various oil and gas properties in the United States. The company owns a 75% net overriding royalty interest in the Waddell Ranch properties comprising Dune, Judkins, McKnight, Tubb, Devonian, and Waddell fields located in Crane County, Texas. As of December 31, ...