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Ppl Cap Fdg shares owned by HB Wealth Management

Quarter-by-quarter ownership of Ppl Cap Fdg shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Ppl Cap Fdg

Tip: Access up to 7 years of quarterly data

All positions including Ppl Cap Fdg held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ppl Cap Fdg by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 13k 1.13
2025-06-30 $14k 13k 1.08
2025-03-31 $15k 13k 1.12
2024-12-31 $14k 13k 1.04
2024-09-30 $14k 13k 1.06
2024-06-30 $12k 13k 0.95

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View all positions for HB Wealth Management

Top funds holding Ppl Cap Fdg

Calamos Advisors
Advent Capital Management
Invesco
Camden Asset Management
Victory Capital Management
OZ Management
Marshall Wace
Two Sigma Investments
Polar Securities
Aristeia Capital
Zazove Associates
BlackRock
Universal- Beteiligungs- und Servicegesellschaft mbH
State Street Corporation
Pier 88 Investment Partners

View all funds holding Ppl Cap Fdg