Strait & Sound Wealth Management LLC Investment Mngers Ser Tr Ii Ax Transaction History

Strait & Sound Wealth Management LLC

  • $261 Billion
  • Q3 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 28,199 shares of PPI stock, worth $518,297. This represents 0.2% of its overall portfolio holdings.

Number of Shares
28,199
Previous 25,198 11.91%
Holding current value
$518,297
Previous $412 Million 25.47%
% of portfolio
0.2%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$16.28 - $18.33 $48,856 - $55,008
3,001 Added 11.91%
28,199 $517 Million
Q2 2025

Jul 31, 2025
SELL
$12.75 - $16.34 $25,359 - $32,500
-1,989 Reduced 7.32%
25,198 $412 Million
Q1 2025

May 15, 2025
SELL
$14.01 - $15.76 $10,143 - $11,410
-724 Reduced 2.59%
27,187 $394 Million
Q4 2024

Feb 18, 2025
SELL
$14.4 - $15.75 $35,352 - $38,666
-2,455 Reduced 8.08%
27,911 $404 Million
Q3 2024

Nov 15, 2024
BUY
$14.33 - $15.56 $57 - $62
4 Added 0.01%
30,366 $471 Million
Q2 2024

Aug 13, 2024
BUY
$14.82 - $32.35 $449,964 - $982,210
30,362 New
30,362 $452 Million

Others Institutions Holding PPI

# of Institutions
47
Shares Held
3.07M
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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