Institutional shares held 18.2 Million
0 calls
0 puts
Total value of holdings $695M
$0 calls
$0 puts
# of Institutions 230


Latest Institutional Activity in PFEB

Top Purchases

Q2 2025
Farther Finance Advisors, LLC Shares Held: 125K ($4.8M)
Q2 2025
Guild Investment Management, Inc. Shares Held: 124K ($4.78M)
Q2 2025
Advisory Alpha, LLC Shares Held: 105K ($4.04M)
Q2 2025
Pensionmark Financial Group, LLC Shares Held: 159K ($6.1M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 1.16M ($44.5M)

Top Sells

Q2 2025
Sigma Planning Corp Shares Held: 5.48K ($211K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 395K ($15.2M)
Q2 2025
Brookstone Capital Management Shares Held: 989K ($38.1M)
Q2 2025
Sequoia Financial Advisors, LLC Shares Held: 39K ($1.5M)
Q2 2025
Assured Partners Investment Advisors, LLC Shares Held: 6.89K ($265K)

About PFEB

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