Institutional shares held 7.76 Million
0 calls
17.1K puts
Total value of holdings $885M
$0 calls
$1.95M puts
# of Institutions 158


Latest Institutional Activity in EQWL

Top Purchases

Q3 2025
Yhb Investment Advisors, Inc. Shares Held: 36.9K ($4.21M)
Q3 2025
Able Wealth Management LLC Shares Held: 102K ($11.6M)
Q3 2025
Forza Wealth Management, LLC Shares Held: 33.4K ($3.82M)
Q3 2025
Sovereign Financial Group, Inc. Shares Held: 10.6K ($1.21M)
Q3 2025
Patten & Patten Inc Shares Held: 9.79K ($1.12M)

Top Sells

Q3 2025
Foronjy Financial LLC Shares Held: 15.1K ($1.72M)
Q3 2025
Founders Financial Securities LLC Shares Held: 15K ($1.72M)
Q3 2025
Fiduciary Planning LLC Shares Held: 138K ($15.7M)
Q3 2025
Kingswood Wealth Advisors, LLC Shares Held: 10.2K ($1.16M)
Q3 2025
National Wealth Management Group, LLC Shares Held: 25.4K ($2.9M)

About EQWL

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