Institutional shares held 3.66 Million
5.7K calls
7.9K puts
Total value of holdings $72.8M
$113K calls
$157K puts
# of Institutions 141


Latest Institutional Activity in PBW

Top Purchases

Q4 2024
Prism Advisors, Inc. Shares Held: 10.3K ($206K)
Q4 2024
Modus Advisors, LLC Shares Held: 295 ($5.87K)
Q4 2024
Spire Wealth Management Shares Held: 125 ($2.49K)
Q4 2024
Legend Financial Advisors, Inc. Shares Held: 3 ($59.7)
Q4 2024
Gps Wealth Strategies Group, LLC Shares Held: 351 ($6.99K)

Top Sells

Q4 2024
Evolution Wealth Advisors, LLC Shares Held: 11.1K ($221K)
Q4 2024
Moller Financial Services Shares Held: 34K ($677K)
Q4 2024
Central Trust CO Shares Held: 200 ($3.98K)
Q4 2024
Breakwater Investment Management Shares Held: 331 ($6.59K)
Q3 2024
Harel Insurance Investments & Financial Services Ltd. Shares Held: 49 ($976)

About PBW

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