13F QoQ Ownership Changes
PMDI Institutional Holders
Period 2025-06-30 · prior 2025-03-31 · 1 new · 0 added · 0 reduced · 2 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Provenance Wealth Advisors, LLC | 3,860 | +3,860 | $11.3K | +$11.3K | — |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| 22NW, LP | 0 | -276,034 | $0 | -$643.2K | — |
| MORGAN STANLEY | 0 | -6,002 | $0 | -$14.2K | — |