Philip James Wealth Mangement, LLC Listed Fds Tr Horizon Kinetics Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Listed Fds Tr Horizon Kinetics stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 148,352 shares of INFL stock, worth $5.88 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
148,352
Previous 147,498
0.58%
Holding current value
$5.88 Million
Previous $5.54 Billion
1.89%
% of portfolio
0.73%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding INFL
# of Institutions
145Shares Held
16.7MCall Options Held
6.9KPut Options Held
1.1K-
Oxford Financial Group LTD Indianapolis, IN3.93MShares$156 Million9.73% of portfolio
-
Jpmorgan Chase & CO New York, NY3.93MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC879KShares$34.8 Million0.01% of portfolio
-
One Charles Private Wealth Services, LLC460KShares$18.2 Million6.22% of portfolio
-
Royal Bank Of Canada Toronto, A6450KShares$17.8 Million0.0% of portfolio