Montag & Associates’s Piper Sandler PIPR Stock Holding History

Montag & Associates’s Portfolio PIPR Stock Details PIPR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.74K	Buy
2023 Q1	–	Sell
2022 Q4	$16.3K	Hold
2022 Q3	$13K	Buy