PERMIAN BASIN RTY TR

Ticker: PBT CUSIP: 714236106 Class: UNIT BEN INT

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,439 Value ($000) $211 Avg Close Range
Q1 2025
Shares 22,118 Value ($000) $218 Avg Close Range
Q4 2024
Shares 34,800 Value ($000) $384 Avg Close Range
Q3 2024
Shares 51,930 Value ($000) $616 Avg Close Range
Q2 2024
Shares 54,930 Value ($000) $616 Avg Close Range
Q1 2024
Shares 55,006 Value ($000) $663 Avg Close Range
Q4 2023
Shares 117,499 Value ($000) $1,645 Avg Close Range
Q3 2023
Shares 142,367 Value ($000) $3,021 Avg Close Range