Institutional shares held 14.6 Million
0 calls
0 puts
Total value of holdings $522M
$0 calls
$0 puts
# of Institutions 210


Latest Institutional Activity in PFEB

Top Purchases

Q1 2025
Brookstone Capital Management Shares Held: 1.01M ($36.1M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 424K ($15.1M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 215K ($7.67M)
Q1 2025
Mc Alister, Sweet & Associates, Inc. Shares Held: 81.3K ($2.9M)
Q1 2025
Ascent Wealth Partners, LLC Shares Held: 69.4K ($2.48M)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 66K ($2.36M)
Q1 2025
Stratos Wealth Advisors, LLC Shares Held: 49.2K ($1.76M)
Q1 2025
Allworth Financial LP Shares Held: 3.71K ($132K)
Q1 2025
Continuum Advisory, LLC Shares Held: 18.7K ($669K)
Q1 2025
Global Strategic Investment Solutions, LLC Shares Held: 38.5K ($1.37M)

About PFEB

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