Institutional shares held 13.8 Million
0 calls
0 puts
Total value of holdings $598M
$0 calls
$0 puts
# of Institutions 176


Latest Institutional Activity in EUSB

Top Purchases

Q1 2025
Stewardship Advisors, LLC Shares Held: 105K ($4.57M)
Q1 2025
Impac Tfolio, LLC Shares Held: 462K ($20.1M)
Q1 2025
Sofi Wealth, LLC Shares Held: 23.9K ($1.04M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 89.3K ($3.88M)
Q1 2025
Allworth Financial LP Shares Held: 220K ($9.53M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 339K ($14.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.28M ($55.7M)
Q1 2025
Horst & Graben Wealth Management LLC Shares Held: 41.9K ($1.82M)
Q1 2025
Sandbox Financial Partners, LLC Shares Held: 20.3K ($880K)
Q1 2025
Diversify Advisory Services, LLC Shares Held: 9.75K ($423K)

About EUSB

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