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PER
SANDRIDGE PERMIAN TRUST
PER
PER
Delisted
PER was delisted on the 8th of September, 2020.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
DAS
26
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$153K | -58,775 | Closed |
|
| 27 |
MMG
27
Monetary Management Group
St Louis,
Missouri
| – | -$68K | -26,000 | Closed |
|
| 28 |
AWM
28
Avior Wealth Management
Omaha,
Nebraska
| – | -$5K | -2,000 | Closed |
|
| 29 |
CF
29
Centaurus Financial
Anaheim,
California
| – | -$3K | -1,060 | Closed |
|
| 30 |
IA
30
IFP Advisors
Tampa,
Florida
| – | -$1K | -500 | Closed |
|
| 31 |
31
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$1K | -375 | Closed |
|
| 32 |
32
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -250 | Closed |
|
| 33 |
ARMC
33
American Research & Management Company
Marion,
Massachusetts
| – | -$1K | -200 | Closed |
|
| 34 |
34
Fidelity Investments
Boston,
Massachusetts
| – | +$3 | +1 | New |
|