Prin Exch Trad Fds Prin U Sm C PLTL

We take great care to ensure that the data presented and summarized in this overview for PRIN EXCH-TRAD FDS PRIN U SM C is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in PLTL

Shares Bought

Shares Sold

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Top Institutions Holding PLTL

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Latest Institutional Activity in PLTL

Top Purchases

Q3 2023

Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

0 Shares purchased

New Holding

Q2 2023

Ubs Group Ag Shares Held: 2.8K ($0)

2.8K Shares purchased

New Holding

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Top Sells

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Insider Trading

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Operation

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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