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PHX
PHX Minerals
PHX
PHX
Delisted
PHX was delisted on the 20th of June, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 76 |
AIP
76
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$5K | -1,238 | Closed |
|
| 77 |
QCG
77
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$4K | -1,029 | Closed |
|
| 78 |
RWM
78
Raffa Wealth Management
Washington,
District of Columbia
| – | -$2.43K | -659 | Closed |
|
| 79 |
PA
79
Parallel Advisors
San Francisco,
California
| – | -$1K | -416 | Closed |
|
| 80 |
GWS
80
Glassman Wealth Services
Vienna,
Virginia
| – | -$1K | -236 | Closed |
|
| 81 |
PCG
81
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -184 | Closed |
|
| 82 |
TFO
82
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -168 | Closed |
|
| 83 |
BCA
83
Berman Capital Advisors
Atlanta,
Georgia
| – | -$224 | -60 | -24% |
|
| 84 |
84
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$30 | -8 | -6% |
|
| 85 |
85
Fidelity Investments
Boston,
Massachusetts
| – | +$4 | +1 | New |
|