AAS
PDM

Ameritas Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

Ameritas Advisory Services’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,235
Closed -$29.1K – 1773
2025
Q3 		$29.1K Sell
3,235
-1,668
-34% -$13.4K ﹤0.01% 1296
2025
Q2 		$35.7K Buy
+4,903
New +$33.9K ﹤0.01% 1464
2023
Q2 		– Sell
-6,091
Closed -$43.1K – 1964
2023
Q1 		$43.1K Buy
+6,091
New +$55.9K ﹤0.01% 1316

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State Street
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WAM
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LSV Asset Management
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PMG
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Charles Schwab
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CIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return