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PhenixFin Corporation shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of PhenixFin Corporation (PFX) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors investment in PhenixFin Corporation

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All positions including PhenixFin Corporation held by Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PhenixFin Corporation by Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $39k 2.2k 17.90
2024-06-30 $39k 2.2k 18.00
2024-03-31 $39k 2.2k 18.00
2023-12-31 $92k 2.2k 42.25
2023-09-30 $82k 2.2k 37.90
2023-06-30 $74k 4.2k 17.79

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Usd Inv Grde Etf (USIG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain Advisors

Top funds holding PhenixFin Corporation

Adalta Capital Management
22NW
Morgan Stanley
American Financial Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Compagnie Lombard, Odier SCA
Hanson McClain Advisors
Householder Group Estate & Retirement Specialist
Tower Research Capital
Wells Fargo & Company
Legacy Wealth Managment
Legacy Investment Solutions
Bank of America Corporation
Archer Investment Corp

View all funds holding PhenixFin Corporation