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Prota Financial, LLC → PPT

Prota Financial, LLC PPT Position History

Franklin Premier Income Trust • Financial Services

Quarters held
4
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.3M
Q1 2026$5M
Q2 2026$5.4M
Q3 2026$5.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.5M204.8K——
Q2 2026$5.4M195.7K——
Q1 2026$5M180.8K——
Q4 2025$5.3M173.2K——

Other funds holding PPT

Other Prota Financial, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$12.4M
ETHA

INVESCO EXCH TRADED FD TR II

$12.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$12.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$12M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$11.8M
ETHA

INVESCO EXCH TRADED FD TR II

$11.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$11.2M
ETHA

ISHARES TR

$10.8M