Institutional shares held 491,359
0 calls
0 puts
Total value of holdings $31.7M
$0 calls
$0 puts
# of Institutions 34


Latest Institutional Activity in CWS

Top Purchases

Q2 2024
Compass Ion Advisors, LLC Shares Held: 3.27K ($211K)
Q2 2024
Mason & Associates Inc Shares Held: 40.5K ($2.62M)
Q2 2024
Zimmermann Investment Management & Planning LLC Shares Held: 22.2K ($1.43M)
Q2 2024
True Wealth Advisors, LLC Shares Held: 4K ($258K)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 5.07K ($327K)

Top Sells

Q2 2024
Harbour Investments, Inc. Shares Held: 237 ($15.3K)
Q1 2024
Cetera Advisor Networks LLC Shares Held: 19.9K ($1.29M)
Q1 2024
Spreng Capital Management, Inc. Shares Held: 9.18K ($593K)
Q1 2024
Ae Wealth Management LLC Shares Held: 6.68K ($431K)
Q1 2024
Morgan Stanley Shares Held: 51 ($3.29K)

About CWS

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