Institutional shares held 43.8 Million
0 calls
0 puts
Total value of holdings $1.8B
$0 calls
$0 puts
# of Institutions 307


Latest Institutional Activity in PRFZ

Top Purchases

Q2 2025
Breakwater Capital Group Shares Held: 51.6K ($2.12M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 218K ($8.97M)
Q2 2025
Boston Standard Wealth Management, LLC Shares Held: 44.6K ($1.84M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 1.57K ($64.8K)
Q2 2025
Mogy Joel R Investment Counsel Inc Shares Held: 485 ($20K)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 472K ($19.4M)
Q2 2025
Legacy Private Trust Co. Shares Held: 84K ($3.46M)
Q2 2025
Parallel Advisors, LLC Shares Held: 18.4K ($757K)
Q2 2025
Omni 360 Wealth, Inc. Shares Held: 20.7K ($854K)
Q2 2025
Capital Market Strategies LLC Shares Held: 6.84K ($281K)

About PRFZ

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