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 $5.8 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
148,352
Previous 147,498
0.58%
Holding current value
$5.8 Million
Previous $5.54 Billion
1.89%
% of portfolio
0.73%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding INFL
# of Institutions
134Shares Held
14MCall Options Held
7.8KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY4.19MShares$164 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN2.31MShares$90.2 Million5.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC647KShares$25.3 Million0.01% of portfolio
-
One Charles Private Wealth Services, LLC412KShares$16.1 Million6.11% of portfolio
-
Wells Fargo & Company San Francisco, CA385KShares$15.1 Million0.0% of portfolio