Institutional shares held 3.23 Million
1.2K calls
12.5K puts
Total value of holdings $65M
$24K calls
$251K puts
# of Institutions 140


Latest Institutional Activity in PBW

Top Purchases

Q2 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 17.3K ($348K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 34.6K ($696K)
Q2 2025
Moller Financial Services Shares Held: 37.7K ($758K)
Q2 2025
Truist Financial Corp Shares Held: 27.8K ($559K)
Q2 2025
Prism Advisors, Inc. Shares Held: 10.6K ($214K)

Top Sells

Q2 2025
Cx Institutional Shares Held: 8.94K ($180K)
Q2 2025
Townsend Asset Management Corp Shares Held: 740 ($14.9K)
Q2 2025
Tiger Oak Management, L.L.C. Shares Held: 18.1K ($363K)
Q2 2025
Parallel Advisors, LLC Shares Held: 3 ($60.3)
Q1 2025
Citigroup Inc Shares Held: 23.3K ($469K)

About PBW

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