Who owns PRESIDIO PPTY TR INC?

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Analyze quarterly positions in Presidio Ppty Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Presidio Ppty Tr stock

Who bought or sold PRESIDIO PPTY TR INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Atria Wealth Solutions 257k $265k -2% Dec 2023
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Vanguard Group 190k $195k 0% Dec 2023
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International Assets Investment Management 109k $129k 0% Mar 2024
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Redwood Wealth Management Group 41k $42k -29% Dec 2023
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IFP Advisors 29k $30k -16% Dec 2023
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Advisor Group Holdings 26k $27k -39% Dec 2023
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Wells Fargo & Company 26k $27k 0% Dec 2023
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Feltz Wealth PLAN 22k $23k 0% Dec 2023
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Two Sigma Securities 19k $19k 100% Dec 2023
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Jane Street 15k $16k 100% Dec 2023
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Commonwealth Equity Services 14k $14k -6% Dec 2023
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Two Sigma Advisers 13k $14k -5% Dec 2023
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SageView Advisory Group 13k $15k 100% Dec 2023
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Creative Planning 12k $13k 0% Dec 2023
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Prospera Financial Services 11k $11k 0% Dec 2023
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Royal Bank of Canada 11k $0 63% Dec 2023
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UBS Group 6.8k $7.0k -1% Dec 2023
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CWM 5.3k $6.0k 0% Mar 2024
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Larson Financial Group 3.4k $3.5k 0% Dec 2023
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Geneos Wealth Management 2.6k $2.7k 0% Dec 2023
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Simplex Trading 100.00 $0 100% Dec 2023
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Jpmorgan Chase & Co 19.00 $19.999400 46% Dec 2023
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Bank of America Corporation 16.00 $16.000000 100% Dec 2023
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Who sold out of Presidio Ppty Tr?

Fund or Company Name Date Sold Shares Held Valued At
PSI Advisors Sep 2023 315.00 $250.992000