WAOI
PPBT

Wealth Advisors of Iowa’s Purple Biotech PPBT Stock Holding History

Wealth Advisors of Iowa’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-71
Closed -$5.81K – 72
2024
Q2 		$5.81K Hold
71
– – ﹤0.01% 52
2024
Q1 		$9.56K Hold
71
– – 0.01% 63
2023
Q4 		$11.1K Buy
71
+5
+8% +$1.11K 0.01% 58
2023
Q3 		$15.8K Hold
66
– – 0.01% 58
2023
Q2 		$18.5K Buy
66
+3
+5% +$1.08K 0.01% 58
2023
Q1 		$22.4K Hold
63
– – 0.02% 56
2022
Q4 		$17.3K Buy
63
+6
+11% +$2.3K 0.01% 64
2022
Q3 		$23K Buy
+57
New +$26.6K 0.02% 55

Other funds holding PPBT

AC
Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $3.03B AUM 104.56% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return