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PhenixFin Corporation shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of PhenixFin Corporation (PFX) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in PhenixFin Corporation

Tip: Access up to 7 years of quarterly data

All positions including PhenixFin Corporation held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PhenixFin Corporation by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4k 200 47.00

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View all positions for Legacy Wealth Managment

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