Montag A & Associates Inc Investment Mngers Ser Tr Ii Ax Transaction History
Montag A & Associates Inc
- $2.14 Billion
- Q3 2025
A detailed history of Montag A & Associates Inc transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Montag A & Associates Inc holds 3,536 shares of PPI stock, worth $64,991. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,536
Previous 3,536
-0.0%
Holding current value
$64,991
Previous $57,000
12.28%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PPI
# of Institutions
47Shares Held
3.07MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.981KShares$18 Million6.34% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC755KShares$13.9 Million4.31% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA181KShares$3.32 Million1.89% of portfolio
-
Oregon Pacific Wealth Management, LLC Medford, OR152KShares$2.8 Million2.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC92.7KShares$1.7 Million0.0% of portfolio