Institutional shares held 4.19 Million
19.7K calls
20K puts
Total value of holdings $84.4M
$396K calls
$402K puts
# of Institutions 178

Latest Institutional Activity in PBW

Top Purchases

Q1 2024
Cx Institutional Shares Held: 73.7K ($1.48M)
Q1 2024
Prism Advisors, Inc. Shares Held: 9.36K ($188K)
Q1 2024
Moller Financial Services Shares Held: 33.6K ($676K)
Q1 2024
Wealthcare Advisory Partners LLC Shares Held: 16.8K ($337K)
Q1 2024
Mather Group, Llc. Shares Held: 205 ($4.12K)

Top Sells

Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 14.3K ($288K)
Q1 2024
City Holding CO Shares Held: 190 ($3.82K)
Q1 2024
Tanglewood Legacy Advisors, LLC Shares Held: 1.2K ($24.1K)
Q4 2023
Bank Of America Corp Shares Held: 350K ($7.03M)
Q4 2023
John G Ullman & Associates Inc Shares Held: 63.2K ($1.27M)

About PBW

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