Philip James Wealth Mangement, LLC Listed Fds Tr Horizon Kinetics Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
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 147,498 shares of INFL stock, worth $5.75 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
147,498
Previous 144,283
2.23%
Holding current value
$5.75 Million
Previous $4.72 Billion
17.59%
% of portfolio
0.68%
Previous 3.14%
Shares
4 transactions
Others Institutions Holding INFL
# of Institutions
126Shares Held
13.7MCall Options Held
1.8KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY4.19MShares$163 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN2.31MShares$90 Million5.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC647KShares$25.2 Million0.01% of portfolio
-
One Charles Private Wealth Services, LLC412KShares$16.1 Million6.11% of portfolio
-
Wells Fargo & Company San Francisco, CA385KShares$15 Million0.0% of portfolio