Institutional shares held 1.01 Million
0 calls
0 puts
Total value of holdings $51.3M
$0 calls
$0 puts
# of Institutions 21


Latest Institutional Activity in PFRL

Top Purchases

Q3 2024
Moody National Bank Trust Division Shares Held: 106K ($5.4M)
Q3 2024
Founders Financial Securities LLC Shares Held: 143K ($7.24M)
Q3 2024
One Ascent Wealth Management LLC Shares Held: 14.6K ($743K)
Q3 2024
Atria Wealth Solutions, Inc. Shares Held: 14.5K ($737K)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 14.5K ($737K)

Top Sells

Q3 2024
Jane Street Group, LLC Shares Held: 10.3K ($521K)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 141K ($7.14M)
Q3 2024
Core Cap Advisors, LLC Shares Held: 1.31K ($66.3K)
Q3 2024
Ameritas Advisory Services, LLC Shares Held: 14.4K ($729K)
Q3 2024
Ae Wealth Management LLC Shares Held: 40.8K ($2.07M)

About PFRL

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