Montag A & Associates Inc Investment Mngers Ser Tr Ii Ax Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
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 $51,165. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,536
Previous 3,536
-0.0%
Holding current value
$51,165
Previous $54,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PPI
# of Institutions
48Shares Held
2.86MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.828KShares$12 Million5.01% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC740KShares$10.7 Million4.03% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA205KShares$2.97 Million2.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC104KShares$1.51 Million0.0% of portfolio
-
Armis Advisers, LLC Atlanta, GA85.6KShares$1.24 Million0.15% of portfolio