Institutional shares held 2.43 Million
0 calls
0 puts
Total value of holdings $81.7M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in PHDG

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 46.7K ($1.57M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 26.6K ($896K)
Q1 2025
Congress Park Capital LLC Shares Held: 18.4K ($620K)
Q1 2025
Grant Private Wealth Management Inc Shares Held: 8.21K ($277K)
Q1 2025
Philip James Wealth Mangement, LLC Shares Held: 115K ($3.87M)

Top Sells

Q1 2025
International Assets Investment Management, LLC Shares Held: 11.1K ($373K)
Q1 2025
First Premier Bank Shares Held: 348K ($11.7M)
Q1 2025
Paul Damon & Associates, Inc. Shares Held: 25.1K ($844K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 31.3K ($1.05M)
Q4 2024
Royal Bank Of Canada Shares Held: 27.2K ($916K)

About PHDG

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