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PhenixFin Corporation shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of PhenixFin Corporation (PFX) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in PhenixFin Corporation

Tip: Access up to 7 years of quarterly data

All positions including PhenixFin Corporation held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PhenixFin Corporation by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $950 25 38.00
2023-03-31 $900 25 36.00

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Top funds holding PhenixFin Corporation

Adalta Capital Management
22NW
American Financial Group
Raymond James Financial
Brooklyn Capital Management
Legal & General Group
UBS Group
Advisor Group Holdings
Hanson McClain Advisors
Wells Fargo & Company
Legacy Wealth Managment
Archer Investment Corp
Sound Income Strategies
MAI Wealth Advisors

View all funds holding PhenixFin Corporation