Institutional shares held 33.5 Million
66.1K calls
2K puts
Total value of holdings $566M
$1.12M calls
$33K puts
# of Institutions 205


Latest Institutional Activity in PFXF

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 2.46M ($41.5M)
Q1 2025
Good Steward Wealth Advisors,Llc Shares Held: 219K ($3.7M)
Q1 2025
Castlekeep Investment Advisors LLC Shares Held: 134K ($2.27M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 319K ($5.39M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 161K ($2.72M)

Top Sells

Q1 2025
Raymond James Financial Inc Shares Held: 2.18M ($36.8M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 164K ($2.77M)
Q1 2025
Future Financial Wealth Managment LLC Shares Held: 37.3K ($630K)
Q1 2025
Tanager Wealth Management LLP Shares Held: 1.2M ($20.3M)
Q1 2025
Jane Street Group, LLC Shares Held: 19.1K ($324K)

About PFXF

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