Intrua Financial’s Plains All American Pipeline PAA Stock Holding History

Intrua Financial’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-147,998	Closed	-$2.57M	–	384
2024 Q3	$2.57M	Buy	147,998 +875	+0.6%	+$15.7K	0.42%	50
2024 Q2	$2.63M	Hold	147,123	–	–	0.43%	47
2024 Q1	$2.58M	Hold	147,123	–	–	0.4%	55
2023 Q4	$2.23M	Hold	147,123	–	–	0.35%	68
2023 Q3	$2.25M	Hold	147,123	–	–	0.41%	65
2023 Q2	$2.07M	Buy	+147,123	New	+$1.94M	0.37%	67
2021 Q1	–	Sell	-10,360	Closed	-$85K	–	300
2020 Q4	$85K	Hold	10,360	–	–	0.04%	204
2020 Q3	$79K	Sell	10,360 -8,721	-46%	-$65K	0.04%	196
2020 Q2	$152K	Buy	+19,081	New	+$162K	0.06%	234

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return