Pax Financial Group, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History

Pax Financial Group, LLC

$531 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$21.23 - $21.83 $298,069 - $306,493	14,040 New	14,040 $299,000

Others Institutions Holding IHYF

# of Institutions

19

Shares Held

2.18M

Call Options Held

0

Put Options Held

0

Invesco Ltd. Atlanta, GA

1.18M
Shares

$26.2 Million
0.01% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

531K
Shares

$11.8 Million
6.38% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$3.15 Million
0.0% of portfolio
Independent Advisor Alliance

77.3K
Shares

$1.71 Million
0.02% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

61.5K
Shares

$1.36 Million
0.04% of portfolio

About INV ACT MGD EX-TRD FD TR

Ticker IHYF
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