Institutional shares held 20.2 Million
12.9K calls
0 puts
Total value of holdings $461M
$294K calls
$0 puts
# of Institutions 126


Latest Institutional Activity in PWZ

Top Purchases

Q2 2025
Pure Financial Advisors, LLC Shares Held: 305K ($6.95M)
Q2 2025
Miracle Mile Advisors, LLC Shares Held: 2.57M ($58.7M)
Q2 2025
Wealth Plan Investment Management, LLC Shares Held: 24K ($548K)
Q2 2025
Mc Naughton Wealth Management, LLC Shares Held: 84.6K ($1.93M)
Q2 2025
Certus Wealth Management, LLC Shares Held: 17.3K ($395K)

Top Sells

Q2 2025
Affinity Capital Advisors, LLC Shares Held: 53.2K ($1.21M)
Q2 2025
Lodestar Private Asset Management LLC Shares Held: 62.8K ($1.43M)
Q2 2025
Parkshore Wealth Management, Inc. Shares Held: 11.2K ($255K)
Q2 2025
Impact Investors, Inc Shares Held: 81.4K ($1.86M)
Q2 2025
Gamma Investing LLC Shares Held: 12.1K ($277K)

About PWZ

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