Wealth Preservation Advisors, LLC PEBO Holdings History
Number of Shares
279,621.00
Current Holdings Value*
$8.29 Mil
% of Portfolio
5.93%
Total Estimate Gain
$-659,905.56
% of Total Estimate Gain
-7.51%
Wealth Preservation Advisors, LLC's Peoples Bancorp Inc (Marietta OH) Holding Summary
As of 2025-03-31, Wealth Preservation Advisors, LLC held 279,621.00 shares of Peoples Bancorp Inc (Marietta OH)(PEBO), totaling $8.29 Mil. This investment constitutes 5.93% of their stock portfolio, and Wealth Preservation Advisors, LLC now holds 0.78% of the outstanding Peoples Bancorp Inc (Marietta OH)(PEBO) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and PEBO's current price of $29.05, Wealth Preservation Advisors, LLC's estimated gain on his PEBO holdings is $-659,905.56, reflecting a -7.51% gain to date.
Wealth Preservation Advisors, LLC PEBO ($29.05) Holding Chart
Wealth Preservation Advisors, LLC PEBO ($29.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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