Institutional shares held 729,988
0 calls
0 puts
Total value of holdings $47.1M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in CWS

Top Purchases

Q1 2025
Trademark Financial Management, LLC Shares Held: 22.7K ($1.47M)
Q1 2025
Merit Financial Group, LLC Shares Held: 19.7K ($1.27M)
Q1 2025
Cornerstone Wealth Management, LLC Shares Held: 3.62K ($234K)
Q1 2025
True Wealth Advisors, LLC Shares Held: 8.99K ($580K)
Q1 2025
Koshinski Asset Management, Inc. Shares Held: 8.63K ($557K)

Top Sells

Q1 2025
Golden State Wealth Management, LLC Shares Held: 550 ($35.5K)
Q1 2025
Cerity Partners LLC Shares Held: 10.4K ($672K)
Q1 2025
Compass Ion Advisors, LLC Shares Held: 4.66K ($301K)
Q4 2024
Lpl Financial LLC Shares Held: 116K ($7.48M)
Q4 2024
Arete Wealth Advisors, LLC Shares Held: 4.36K ($281K)

About CWS

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