Institutional shares held 5.49 Million
0 calls
0 puts
Total value of holdings $289M
$0 calls
$0 puts
# of Institutions 122


Latest Institutional Activity in EFIV

Top Purchases

Q1 2025
Tompkins Financial Corp Shares Held: 232K ($12.2M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 114K ($6.01M)
Q1 2025
Financial Network Wealth Management LLC Shares Held: 245K ($12.9M)
Q1 2025
Richard P Slaughter Associates Inc Shares Held: 21K ($1.11M)
Q1 2025
Larson Financial Group LLC Shares Held: 21.8K ($1.15M)

Top Sells

Q1 2025
Laurel Wealth Planning LLC Shares Held: 198K ($10.4M)
Q1 2025
Gradient Investments LLC Shares Held: 66.2K ($3.48M)
Q1 2025
Denver Wealth Management, Inc. Shares Held: 9.72K ($512K)
Q1 2025
Veridan Wealth LLC Shares Held: 5.82K ($306K)
Q1 2025
Cwm, LLC Shares Held: 8.46K ($445K)

About EFIV

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