Institutional shares held 15.3 Million
0 calls
0 puts
Total value of holdings $374M
$0 calls
$0 puts
# of Institutions 104


Latest Institutional Activity in PWZ

Top Purchases

Q4 2024
Atlas Legacy Advisors, LLC Shares Held: 449K ($11M)
Q4 2024
Miracle Mile Advisors, LLC Shares Held: 2.42M ($59.2M)
Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 1.48M ($36M)
Q4 2024
Verus Wealth Management, LLC Shares Held: 56.5K ($1.38M)
Q4 2024
Atomi Financial Group, Inc. Shares Held: 25.4K ($621K)

Top Sells

Q4 2024
Steel Peak Wealth Management LLC Shares Held: 86.8K ($2.12M)
Q4 2024
Affinity Capital Advisors, LLC Shares Held: 210K ($5.12M)
Q4 2024
Williams & Novak, LLC Shares Held: 53.7K ($1.31M)
Q4 2024
Simpli Fi, Inc. Shares Held: 57.7K ($1.41M)
Q4 2024
Focus Wealth Advisors, LLC Shares Held: 33.3K ($813K)

About PWZ

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