Institutional shares held 1.25 Million
1.8K calls
1K puts
Total value of holdings $66.1M
$95K calls
$52K puts
# of Institutions 53


Latest Institutional Activity in PFIX

Top Purchases

Q2 2025
Holcombe Financial, Inc. Shares Held: 84K ($4.41M)
Q2 2025
Pekin Hardy Strauss, Inc. Shares Held: 26.2K ($1.37M)
Q2 2025
Maridea Wealth Management LLC Shares Held: 13.6K ($715K)
Q2 2025
Avaii Wealth Management, LLC Shares Held: 4.87K ($256K)
Q2 2025
Integrity Alliance, Llc. Shares Held: 4.83K ($254K)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 8.56K ($449K)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 74K ($3.89M)
Q2 2025
Copia Wealth Management Shares Held: 1.35K ($70.6K)
Q2 2025
Ae Wealth Management LLC Shares Held: 28 ($1.47K)
Q1 2025
Goldman Sachs Group Inc Shares Held: 126K ($6.6M)

About PFIX

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