Marion Wealth Management »

Permianville Royalty Trust Unt tr unit shares owned by Marion Wealth Management

Quarter-by-quarter ownership of Permianville Royalty Trust Unt tr unit (PVL) shares owned by Marion Wealth Management from 13F filings

Historical chart of Marion Wealth Management investment in Permianville Royalty Trust Unt tr unit

Tip: Access up to 7 years of quarterly data

All positions including Permianville Royalty Trust Unt tr unit held by Marion Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Permianville Royalty Trust Unt tr unit by Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $27k 11k 2.52

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 2000 Val Etf (IWN)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Marion Wealth Management

Top funds holding Permianville Royalty Trust Unt tr unit

Ashton Thomas Private Wealth
Pingora Partners
McGowan Group Asset Management
Susquehanna International
Clear Harbor Asset Management
Citadel Advisors
Cresset Asset Management
Kestra Private Wealth Services
Advisor Group Holdings
Mml Investors Services
Wells Fargo & Company
J.w. Cole Advisors
Marco Investment Management
Private Advisor
Steward Partners Investment Advisory

View all funds holding Permianville Royalty Trust Unt tr unit