Institutional Owners for PHM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
VERDENCE CAPITAL ADVISORS LLC COM 701 $917,873 7,610 0.00 0.00 492 6.91 03-31-2024
FIRST TRUST DIRECT INDEXING LP COM 702 $585,086 7,532 0.00 0.00 1,113 17.34 06-30-2023
OUTLOOK WEALTH ADVISORS LLC COM 703 $908,058 7,528 0.00 0.00 -727 -8.81 03-31-2024
JOHNSON INVESTMENT COUNSEL INC CS 704 $904,168 7,496 0.00 0.00 -28 -0.37 03-31-2024
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