Institutional shares held 14.9 Million
0 calls
0 puts
Total value of holdings $271M
$0 calls
$0 puts
# of Institutions 125


Latest Institutional Activity in PHB

Top Purchases

Q4 2024
Truist Financial Corp Shares Held: 288K ($5.25M)
Q4 2024
Seros Financial, LLC Shares Held: 55.1K ($1M)
Q4 2024
Capital Planning LLC Shares Held: 16.1K ($294K)
Q4 2024
Revolve Wealth Partners, LLC Shares Held: 314K ($5.72M)
Q4 2024
Moller Financial Services Shares Held: 53.2K ($968K)

Top Sells

Q4 2024
Advisors Preferred, LLC Shares Held: 215K ($3.91M)
Q4 2024
Strategic Advocates LLC Shares Held: 11.8K ($215K)
Q4 2024
Mirae Asset Global Investments Co., Ltd. Shares Held: 9.41K ($171K)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 13.9K ($252K)
Q4 2024
Global Retirement Partners, LLC Shares Held: 150K ($2.74M)

About PHB

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