Monograph Wealth Advisors, LLC Pathfinder Bancorp, Inc. Transaction History
Monograph Wealth Advisors, LLC
- $653 Million
- Q1 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Pathfinder Bancorp, Inc. stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 29,663 shares of PBHC stock, worth $444,945. This represents 0.06% of its overall portfolio holdings.
Number of Shares
29,663
Previous 29,637
0.09%
Holding current value
$444,945
Previous $415,000
11.57%
% of portfolio
0.06%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding PBHC
# of Institutions
20Shares Held
884KCall Options Held
0Put Options Held
0-
Minerva Advisors LLC Bala Cynwyd, PA262KShares$3.93 Million2.34% of portfolio
-
Alliancebernstein L.P. New York, NY247KShares$3.71 Million0.0% of portfolio
-
Oppenheimer & Close, LLC91.7KShares$1.38 Million1.17% of portfolio
-
M3 F, Inc. Salt Lake City, UT77.3KShares$1.16 Million0.34% of portfolio
-
Hamilton Point Investment Advisors, LLC38.4KShares$576,4350.09% of portfolio
About Pathfinder Bancorp, Inc.
- Ticker PBHC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 4,618,900
- Market Cap $69.3M
- Description
- Pathfinder Bancorp, Inc. operates as a holding company for Pathfinder Bank that provides various banking and financial products and services primarily in Oswego and Onondaga Counties, New York. The company accepts various deposits, including checking, savings, and money market deposit accounts, as well as certificates of deposit, and demand and ...