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ícone de PFX

PhenixFIN
PFX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
2L
1
22NW LP
Washington
US$ 4,81 mi +US$ 4,47 mi +117.885 Nova
Morgan Stanley
2
Morgan Stanley
New York
US$ 2,86 mi +US$ 562 mil +14.835 +27%
AFG
3
American Financial Group
Ohio
US$ 2,62 mi – – –
MCP
4
Moab Capital Partners
New York
US$ 1,62 mi +US$ 1,5 mi +39.644 Nova
Confluence Investment Management
5
Confluence Investment Management
Missouri
US$ 948 mil – – –
Legal & General Group
6
Legal & General Group
United Kingdom
US$ 703 mil -US$ 67,6 mil -1.783 -9%
Millennium Management
7
Millennium Management
New York
US$ 455 mil -US$ 85 mil -2.244 -17%
ACM
8
Adalta Capital Management
New York
US$ 407 mil +US$ 379 mil +10.000 Nova
Linscomb Wealth
9
Linscomb Wealth
Texas
US$ 321 mil – – –
Osaic Holdings
10
Osaic Holdings
Arizona
US$ 246 mil -US$ 21,7 mil -574 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
US$ 232 mil -US$ 50 mil -1.319 -19%
RG
12
Retirement Group
California
US$ 164 mil -US$ 1,9 mil -50 -1%
Compagnie Lombard Odier SCmA
13
Compagnie Lombard Odier SCmA
Switzerland
US$ 102 mil – – –
Banque Cantonale Vaudoise
14
Banque Cantonale Vaudoise
Switzerland
US$ 102 mil +US$ 94,7 mil +2.500 Nova
TJHA
15
Thomas J. Herzfeld Advisors
Florida
US$ 85 mil +US$ 78,9 mil +2.083 Nova
O'Shaughnessy Asset Management
16
O'Shaughnessy Asset Management
Connecticut
US$ 74 mil +US$ 69,3 mil +1.828 Nova
UBS Group
17
UBS Group
Switzerland
US$ 47 mil -US$ 14,5 mil -382 -25%
APWA
18
Atlas Private Wealth Advisors
New Jersey
US$ 40 mil -US$ 16,1 mil -425 -30%
Wells Fargo
19
Wells Fargo
California
US$ 12 mil +US$ 38 +1 +0,4%
AWM
20
Accel Wealth Management
Iowa
US$ 11 mil – – –
Bank of America
21
Bank of America
North Carolina
US$ 8 mil +US$ 1,14 mil +30 +18%
BDO Wealth Advisors
22
BDO Wealth Advisors
Florida
US$ 7 mil -US$ 5,08 mil -134 -44%
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
US$ 5 mil – – –
Spire Wealth Management
24
Spire Wealth Management
Virginia
US$ 5 mil – – –
RCA
25
Ranch Capital Advisors
Florida
US$ 4 mil – – –
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