Phoenix Wealth Advisors Global X Fds Data Ctr Reits & Call Options Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VPN

# of Institutions

50

Shares Held

3.07M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

567K
Shares

$9.03 Million
0.09% of portfolio
Hedeker Wealth, LLC

462K
Shares

$7.36 Million
2.02% of portfolio
Lpl Financial LLC Fort Mill, SC

322K
Shares

$5.13 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

278K
Shares

$4.44 Million
0.0% of portfolio
Bbjs Financial Advisors, LLC Seattle, WA

233K
Shares

$3.71 Million
1.47% of portfolio

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