Institutional shares held 33.9 Million
66.1K calls
2K puts
Total value of holdings $591M
$1.15M calls
$34K puts
# of Institutions 205


Latest Institutional Activity in PFXF

Top Purchases

Q2 2025
Park Avenue Securities LLC Shares Held: 311K ($5.43M)
Q2 2025
Good Steward Wealth Advisors,Llc Shares Held: 499K ($8.7M)
Q2 2025
Castlekeep Investment Advisors LLC Shares Held: 134K ($2.34M)
Q2 2025
Ballast, Inc. Shares Held: 101K ($1.77M)
Q2 2025
Sigma Planning Corp Shares Held: 104K ($1.81M)

Top Sells

Q2 2025
Sax Wealth Advisors, LLC Shares Held: 86.1K ($1.5M)
Q2 2025
Assured Partners Investment Advisors, LLC Shares Held: 27.3K ($476K)
Q2 2025
Envestnet Asset Management Inc Shares Held: 500K ($8.73M)
Q2 2025
Tanager Wealth Management LLP Shares Held: 1.14M ($19.9M)
Q2 2025
Sumitomo Mitsui Trust Holdings, Inc. Shares Held: 136K ($2.38M)

About PFXF

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