Pursuit Wealth Management LLC Investment Mngers Ser Tr Ii Ax Transaction History
Pursuit Wealth Management LLC
- $116 Billion
- Q4 2025
A detailed history of Pursuit Wealth Management LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Pursuit Wealth Management LLC holds 57,454 shares of PPI stock, worth $1.06 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
57,454Holding current value
$1.06 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding PPI
# of Institutions
47Shares Held
3.21MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.981KShares$18 Million6.34% of portfolio
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Hobbs Group Advisors, LLC Columbia, SC755KShares$13.9 Million4.31% of portfolio
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Vermillion & White Wealth Management Group, LLC Phoenixville, PA181KShares$3.32 Million1.89% of portfolio
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Oregon Pacific Wealth Management, LLC Medford, OR150KShares$2.76 Million2.89% of portfolio
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Puff Wealth Management, LLC Haddonfield, NJ105KShares$1.92 Million2.57% of portfolio