Philip James Wealth Mangement, LLC Listed Fds Tr Horizon Kinetics Transaction History

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025

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 144,328 shares of INFL stock, worth $6.47 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
144,328
Previous 150,777 4.28%
Holding current value
$6.47 Million
Previous $6.36 Billion 1.45%
% of portfolio
0.75%
Previous 0.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$41.13 - $44.7 $265,247 - $288,270
-6,449 Reduced 4.28%
144,328 $6.45 Billion
Q2 2025

Jul 18, 2025
BUY
$35.95 - $42.85 $66,363 - $79,101
1,846 Added 1.24%
150,777 $6.36 Billion
Q1 2025

Apr 24, 2025
BUY
$38.54 - $41.5 $22,314 - $24,028
579 Added 0.39%
148,931 $6.05 Billion
Q4 2024

Jan 31, 2025
BUY
$37.46 - $43.08 $31,990 - $36,790
854 Added 0.58%
148,352 $5.65 Billion
Q3 2024

Oct 31, 2024
BUY
$33.15 - $38.37 $106,577 - $123,359
3,215 Added 2.23%
147,498 $5.54 Billion
Q2 2024

Jul 23, 2024
BUY
$31.7 - $33.46 $732,935 - $773,628
23,121 Added 19.08%
144,283 $4.72 Billion
Q1 2024

Apr 29, 2024
BUY
$29.62 - $32.56 $262,551 - $288,611
8,864 Added 7.89%
121,162 $3.95 Billion
Q4 2023

Jan 29, 2024
BUY
$29.42 - $31.75 $3.3 Million - $3.57 Million
112,298 New
112,298 $3.53 Billion

Others Institutions Holding INFL

# of Institutions
163
Shares Held
19.1M
Call Options Held
19.2K
Put Options Held
0
View Full List

About LISTED FDS TR HORIZON KINETICS

INFL Quotes by TradingView
  • Ticker INFL
  • Sector ETFs
  • Industry ETFs
More about INFL
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