Institutional shares held 23.4 Million
0 calls
0 puts
Total value of holdings $1.04B
$0 calls
$0 puts
# of Institutions 327


Latest Institutional Activity in PRFZ

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 579K ($25.7M)
Q4 2025
Firethorn Wealth Partners, LLC Shares Held: 5.96K ($264K)
Q4 2025
Fragasso Group Inc. Shares Held: 5.6K ($249K)
Q4 2025
Breakwater Capital Group Shares Held: 55.7K ($2.47M)
Q4 2025
Advance Capital Management, Inc. Shares Held: 16.7K ($740K)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 148K ($6.55M)
Q4 2025
Fermata Advisors, LLC Shares Held: 5.72K ($254K)
Q4 2025
Charles Schwab Trust CO Shares Held: 116K ($5.17M)
Q4 2025
Legacy Private Trust Co. Shares Held: 76.2K ($3.38M)
Q4 2025
Boston Standard Wealth Management, LLC Shares Held: 44.3K ($1.96M)

About PRFZ

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