Institutional shares held 2.21 Million
0 calls
0 puts
Total value of holdings $84.4M
$0 calls
$0 puts
# of Institutions 52


Latest Institutional Activity in PHDG

Top Purchases

Q4 2024
International Assets Investment Management, LLC Shares Held: 12.8K ($488K)
Q4 2024
Lunt Capital Management, Inc. Shares Held: 62.6K ($2.39M)
Q4 2024
Fortis Group Advisors, LLC Shares Held: 40.7K ($1.56M)
Q4 2024
Silver Oak Securities, Inc Shares Held: 23.6K ($902K)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 42.1K ($1.61M)

Top Sells

Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 31.4K ($1.2M)
Q4 2024
First Premier Bank Shares Held: 349K ($13.4M)
Q4 2024
Wealth Plan Investment Management, LLC Shares Held: 5.92K ($227K)
Q4 2024
Paul Damon & Associates, Inc. Shares Held: 25.5K ($975K)
Q3 2024
Asset Allocation Strategies LLC Shares Held: 314K ($12M)

About PHDG

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