Institutional shares held 17.9 Million
0 calls
0 puts
Total value of holdings $681M
$0 calls
$0 puts
# of Institutions 226


Latest Institutional Activity in PFEB

Top Purchases

Q2 2025
Farther Finance Advisors, LLC Shares Held: 125K ($4.74M)
Q2 2025
Southland Equity Partners LLC Shares Held: 176K ($6.69M)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 8.26K ($314K)
Q2 2025
Keystone Wealth Services, LLC Shares Held: 24.5K ($930K)
Q2 2025
Fiduciary Financial Group, LLC Shares Held: 9.11K ($346K)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 395K ($15M)
Q2 2025
Bcs Wealth Management Shares Held: 148K ($5.63M)
Q2 2025
Focus Financial Network, Inc. Shares Held: 16.1K ($613K)
Q2 2025
Ptm Wealth Management, LLC Shares Held: 17.1K ($649K)
Q2 2025
Kfg Wealth Management, LLC Shares Held: 69.6K ($2.64M)

About PFEB

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