Philip James Wealth Mangement, LLC Listed Fds Tr Horizon Kinetics Transaction History
Philip James Wealth Mangement, LLC
- $822 Billion
- Q1 2025
A detailed history of Philip James Wealth Mangement, LLC transactions in Listed Fds Tr Horizon Kinetics stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 148,931 shares of INFL stock, worth $6.28 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
148,931
Previous 148,352
0.39%
Holding current value
$6.28 Million
Previous $5.65 Billion
7.17%
% of portfolio
0.74%
Previous 0.73%
Shares
6 transactions
Others Institutions Holding INFL
# of Institutions
157Shares Held
17.6MCall Options Held
7.3KPut Options Held
1.1K-
Jpmorgan Chase & CO New York, NY4.15MShares$175 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN4MShares$169 Million11.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$48 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6551KShares$23.2 Million0.0% of portfolio
-
One Charles Private Wealth Services, LLC488KShares$20.6 Million6.91% of portfolio