Institutional shares held 6.7 Million
0 calls
0 puts
Total value of holdings $357M
$0 calls
$0 puts
# of Institutions 190

Latest Institutional Activity in CGW

Top Purchases

Q1 2024
Prism Advisors, Inc. Shares Held: 269K ($14.4M)
Q1 2024
Park Avenue Securities LLC Shares Held: 15.7K ($838K)
Q1 2024
Bridge Advisory, LLC Shares Held: 24.2K ($1.29M)
Q1 2024
Mather Group, Llc. Shares Held: 486 ($25.9K)
Q4 2023
International Assets Investment Management, LLC Shares Held: 95K ($5.07M)

Top Sells

Q1 2024
Stratos Wealth Partners, Ltd. Shares Held: 14.5K ($773K)
Q1 2024
Fiduciary Alliance LLC Shares Held: 14.6K ($780K)
Q1 2024
Key Client Fiduciary Advisors, LLC Shares Held: 7.24K ($386K)
Q1 2024
Transform Wealth, LLC Shares Held: 6.56K ($350K)
Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 16.3K ($869K)

About CGW

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