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WT Wealth Management’s Plains All American Pipeline PAA Stock Holding History

WT Wealth Management’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
2025
Q4 		– Sell
-37,030
Closed -$632K – 144
2025
Q3 		$632K Sell
37,030
-5,683
-13% -$102K 0.18% 83
2025
Q2 		$783K Buy
42,713
+11,403
+36% +$199K 0.23% 74
2025
Q1 		$626K Buy
31,310
+2,229
+8% +$44K 0.2% 75
2024
Q4 		$497K Buy
29,081
+2,808
+11% +$48.9K 0.16% 86
2024
Q3 		$454K Buy
26,273
+508
+2% +$9.1K 0.15% 86
2024
Q2 		$460K Buy
25,765
+1,225
+5% +$21.4K 0.16% 86
2024
Q1 		$431K Buy
24,540
+200
+0.8% +$3.23K 0.15% 87
2023
Q4 		$369K Hold
24,340
– – 0.15% 87
2023
Q3 		$373K Buy
+24,340
New +$365K 0.16% 85

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return