Sowell Financial Services LLC Investment Mngers Ser Tr Ii Ax Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Sowell Financial Services LLC holds 33,086 shares of PPI stock, worth $504,230. This represents 0.02% of its overall portfolio holdings.

Number of Shares
33,086
Previous 35,927 7.91%
Holding current value
$504,230
Previous $535,000 4.11%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
SELL
$14.33 - $15.56 $40,711 - $44,205
-2,841 Reduced 7.91%
33,086 $513,000
Q2 2024

Aug 13, 2024
BUY
$14.82 - $32.35 $267,071 - $582,979
18,021 Added 100.64%
35,927 $535,000
Q1 2024

May 03, 2024
BUY
$26.62 - $31.83 $239 - $286
9 Added 0.05%
17,906 $569,000
Q4 2023

Jan 24, 2024
BUY
$24.63 - $27.65 $6,650 - $7,465
270 Added 1.53%
17,897 $490,000
Q3 2023

Nov 08, 2023
SELL
$25.06 - $26.78 $9,197 - $9,828
-367 Reduced 2.04%
17,627 $451,000
Q2 2023

Aug 14, 2023
BUY
$23.73 - $25.69 $426,997 - $462,265
17,994 New
17,994 $458,000
Q4 2022

Feb 09, 2023
BUY
$11.62 - $26.67 $232,341 - $533,266
19,995 New
19,995 $507,000

Others Institutions Holding PPI

# of Institutions
40
Shares Held
3.54M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MNGERS SER TR II AX

PPI Quotes by TradingView
  • Ticker PPI
  • Sector ETFs
  • Industry ETFs
More about PPI
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