Family Firm, Inc. Investment Mngers Ser Tr Ii Ax Transaction History

Family Firm, Inc.

$932 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$14.82 - $32.35 $334,442 - $730,042	22,567 New	22,567 $336,000

Others Institutions Holding PPI

# of Institutions

40

Shares Held

3.54M

Call Options Held

0

Put Options Held

0

Astoria Portfolio Advisors Llc.

1.05M
Shares

$16 Million
5.82% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

911K
Shares

$13.9 Million
5.16% of portfolio
Vermillion & White Wealth Management Group, LLC Phoenixville, PA

345K
Shares

$5.25 Million
3.87% of portfolio
Jane Street Group, LLC New York, NY

187K
Shares

$2.85 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

128K
Shares

$1.96 Million
0.0% of portfolio

About INVESTMENT MNGERS SER TR II AX

Ticker PPI
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