Orgel Wealth Management, LLC's ownership history for PMBS

Orgel Wealth Management, LLC currently holds 4.8M shares with a market value of $239.0M. It started holding PMBS on 2024-12-31. At its peak, it held 4.8M shares on 2026-03-31. Its highest holding value was $239.0M on 2026-03-31. At its lowest, it held 2.9M shares on 2024-12-31, with a value of $136.5M on 2024-12-31. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 333.2K. In the recent year, Orgel Wealth Management, LLC has increased its shares by 493.5K.