Institutional shares held 14.9 Million
0 calls
0 puts
Total value of holdings $271M
$0 calls
$0 puts
# of Institutions 126


Latest Institutional Activity in PHB

Top Purchases

Q4 2024
Seros Financial, LLC Shares Held: 55.1K ($1M)
Q4 2024
Capital Planning LLC Shares Held: 16.1K ($293K)
Q4 2024
Revolve Wealth Partners, LLC Shares Held: 314K ($5.7M)
Q4 2024
Moller Financial Services Shares Held: 53.2K ($965K)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 121K ($2.2M)

Top Sells

Q4 2024
Atomi Financial Group, Inc. Shares Held: 16.2K ($293K)
Q4 2024
Omega Financial Group, LLC Shares Held: 119K ($2.17M)
Q4 2024
Great Waters Wealth Management Shares Held: 47K ($853K)
Q4 2024
Nbc Securities, Inc. Shares Held: 1 ($18.2)
Q4 2024
Foundations Investment Advisors, LLC Shares Held: 338K ($6.14M)

About PHB

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