Institutional shares held 41.4 Million
0 calls
0 puts
Total value of holdings $1.76B
$0 calls
$0 puts
# of Institutions 291


Latest Institutional Activity in PRFZ

Top Purchases

Q4 2024
Johnson & White Wealth Management, LLC Shares Held: 220K ($9.32M)
Q4 2024
Decker Retirement Planning Inc. Shares Held: 1.46K ($62.1K)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 34.9K ($1.48M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 9.13K ($387K)
Q4 2024
Atwood & Palmer Inc Shares Held: 100 ($4.24K)

Top Sells

Q4 2024
Sheets Smith Wealth Management Shares Held: 5.67K ($241K)
Q4 2024
Kwb Wealth Shares Held: 33.2K ($1.41M)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 65.3K ($2.77M)
Q4 2024
Legacy Private Trust Co. Shares Held: 97.8K ($4.15M)
Q4 2024
Smith, Salley & Associates Shares Held: 20.1K ($852K)

About PRFZ

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