PLM

Institutional Ownership

Top 4 Institutional Holders
HolderSharesDateChange% Held
Carlsbad Wealth Advisory Group, Inc.16.50KJun 30, 23+16.50K0.01%
Vigilant Capital Management, LLC10.00KJun 30, 23+10.00K0.01%
WIPFLI FINANCIAL ADVISORS LLC,155Sep 30, 22+1550.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC126.22KMar 31, 22+71.69K0.06%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.