Perform TR TTL RTRN BND-InstPTIAX
13F holders, Q2 2024 (June 30)2holders
$19.45avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Perform TR TTL RTRN BND-Inst (PTIAX) in their 13F filings. The largest holders were ORG Partners LLC ($2.2M) and Fulton Bank, N.A. ($240K).
- Company
- Perform TR TTL RTRN BND-Inst
- CUSIP
- 89833W394
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.4M |
| Exits | 0 | $0 |
Ownership 2 holders
| ORG Partners LLC | 0.27% | New | 113,625 | $2.2M |
| Fulton Bank, N.A. | 0.01% | New | 12,230 | $240K |
"% of holder's portfolio" is PTIAX's weight in each manager's 13F, not the share of Perform TR TTL RTRN BND-Inst the manager owns.