Institutional shares held 19.6 Million
0 calls
1.1K puts
Total value of holdings $362M
$0 calls
$20K puts
# of Institutions 131


Latest Institutional Activity in PHB

Top Purchases

Q3 2024
Advisors Preferred, LLC Shares Held: 263K ($4.86M)
Q3 2024
Revolve Wealth Partners, LLC Shares Held: 298K ($5.51M)
Q3 2024
Strategic Advocates LLC Shares Held: 50.8K ($938K)
Q3 2024
Global Retirement Partners, LLC Shares Held: 157K ($2.9M)
Q3 2024
Foundations Investment Advisors, LLC Shares Held: 339K ($6.25M)

Top Sells

Q3 2024
Omega Financial Group, LLC Shares Held: 123K ($2.27M)
Q3 2024
Vontobel Holding Ltd. Shares Held: 205K ($3.79M)
Q3 2024
Great Waters Wealth Management Shares Held: 48.4K ($894K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 28.1K ($519K)
Q3 2024
Soa Wealth Advisors, Llc. Shares Held: 3.62K ($66.8K)

About PHB

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