Straight Path Wealth Management's ownership history for PFE

Straight Path Wealth Management currently holds 54.0K shares with a market value of $1.4M. It started holding PFE on 2024-09-30. At its peak, it held 54.2K shares on 2025-06-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 37.6K shares on 2024-12-31, with a value of $958.0K on 2025-03-31. In the recent 180 days, Straight Path Wealth Management has increased its shares by 16.2K. In the recent year, Straight Path Wealth Management has increased its shares by 15.8K.

It has also owned 405 contracts of calls, with the market value of the underlying securities totaling $1.0M on 2025-09-30. At its peak, it held 405 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $1.0M on 2025-09-30. At its lowest, it held 405 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $1.0M on 2025-09-30.