WMG Financial Advisors, LLC
Holdings in PPLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,094,344 | 5,870 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $495,793 | 3,470 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $297,345 | 2,420 | Shares | Sole | 2025-07-24 |