Integrated Investment Consultants’s Presurance Holdings PRHI Stock Holding History

Integrated Investment Consultants’s Portfolio PRHI Stock Details PRHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-57,922	Closed	-$714K	–	242
2023 Q2	$714K	Hold	57,922	–	–	0.23%	73
2023 Q1	$624K	Buy	+57,922	New	+$668K	0.2%	78

Other funds holding PRHI

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return