Institutional shares held 30.2 Million
0 calls
0 puts
Total value of holdings $530M
$0 calls
$0 puts
# of Institutions 202


Latest Institutional Activity in PFXF

Top Purchases

Q3 2025
Tanager Wealth Management LLP Shares Held: 1.29M ($22.6M)
Q3 2025
Wright Fund Management, LLC Shares Held: 139K ($2.45M)
Q3 2025
Park Avenue Securities LLC Shares Held: 374K ($6.57M)
Q3 2025
Meridian Financial Partners LLC Shares Held: 84.6K ($1.49M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 541K ($9.51M)

Top Sells

Q3 2025
Carmel Capital Partners, LLC Shares Held: 281K ($4.93M)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 16.9K ($298K)
Q3 2025
Sound Income Strategies, LLC Shares Held: 281K ($4.94M)
Q3 2025
Core Wealth Partners LLC Shares Held: 10.7K ($188K)
Q3 2025
Assured Partners Investment Advisors, LLC Shares Held: 20.7K ($364K)

About PFXF

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