MAI Capital Management
Holdings in PFX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $485 | 11 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,047 | 22 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,114 | 22 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,188 | 22 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,114 | 22 | Shares | Sole | 2025-02-14 |