Institutional shares held 41.4 Million
0 calls
0 puts
Total value of holdings $1.72B
$0 calls
$0 puts
# of Institutions 288


Latest Institutional Activity in PRFZ

Top Purchases

Q3 2024
Creative Planning Shares Held: 114K ($4.74M)
Q3 2024
Johnson & White Wealth Management, LLC Shares Held: 206K ($8.53M)
Q3 2024
Raymond James & Associates Shares Held: 937K ($38.8M)
Q3 2024
Dynamic Advisor Solutions LLC Shares Held: 192K ($7.95M)
Q3 2024
Wealth Bridge Capital Management, LLC Shares Held: 75K ($3.11M)

Top Sells

Q3 2024
Charles Schwab Trust CO Shares Held: 72K ($2.98M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 106K ($4.38M)
Q3 2024
Mather Group, Llc. Shares Held: 2.1K ($86.9K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 266K ($11M)
Q3 2024
Hoese & CO LLP Shares Held: 2.68K ($111K)

About PRFZ

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