Institutional shares held 3.67 Million
5.7K calls
7.9K puts
Total value of holdings $71.8M
$111K calls
$154K puts
# of Institutions 145


Latest Institutional Activity in PBW

Top Purchases

Q4 2024
Tiger Oak Management, L.L.C. Shares Held: 18.8K ($367K)
Q4 2024
Prism Advisors, Inc. Shares Held: 10.3K ($202K)
Q4 2024
Modus Advisors, LLC Shares Held: 295 ($5.77K)
Q4 2024
Global Retirement Partners, LLC Shares Held: 256 ($5K)
Q4 2024
Hager Investment Management Services, LLC Shares Held: 167 ($3.26K)

Top Sells

Q4 2024
Evolution Wealth Advisors, LLC Shares Held: 11.1K ($217K)
Q4 2024
Moller Financial Services Shares Held: 34K ($664K)
Q4 2024
Truist Financial Corp Shares Held: 44.3K ($867K)
Q4 2024
Central Trust CO Shares Held: 200 ($3.91K)
Q4 2024
Activest Wealth Management Shares Held: 780 ($15.2K)

About PBW

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