Next Level Wealth Planning’s Perpetua Resources PPTA Stock Holding History

Next Level Wealth Planning’s Portfolio PPTA Stock Details PPTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.5K	Buy	+627	New	+$13.9K	0.01%	309

Other funds holding PPTA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Next Level Wealth Planning's PPTA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Perpetua Resources (PPTA) in Q3 2026: 627 shares worth $13.5K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings.

99 funds tracked by Wall St. Rank hold PPTA as of Q3 2026.

Next Level Wealth Planning held 627 shares of Perpetua Resources worth $13.5K as of Q3 2026.
Perpetua Resources was a new Next Level Wealth Planning position in Q3 2026.
Perpetua Resources made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #309 holding.
99 funds tracked by Wall St. Rank held Perpetua Resources as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.