Abich Financial Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Abich Financial Wealth Management’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$313	Buy	+26	New	+$292	﹤0.01%	374

Other funds holding PBT

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Abich Financial Wealth Management's PBT Position: Q3 2024 in Review

Abich Financial Wealth Management opened a new position in Permian Basin Royalty Trust (PBT) in Q3 2024: 26 shares worth $313. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings.

87 funds tracked by Wall St. Rank hold PBT as of Q3 2024.

Abich Financial Wealth Management held 26 shares of Permian Basin Royalty Trust worth $313 as of Q3 2024.
Permian Basin Royalty Trust was a new Abich Financial Wealth Management position in Q3 2024.
Permian Basin Royalty Trust made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #374 holding.
87 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.