Institutional shares held 138 Million
0 calls
0 puts
Total value of holdings $4.89B
$0 calls
$0 puts
# of Institutions 417


Latest Institutional Activity in HEFA

Top Purchases

Q4 2024
Act Wealth Management, LLC Shares Held: 480K ($17.1M)
Q4 2024
Cvfg LLC Shares Held: 87.9K ($3.12M)
Q4 2024
Verde Capital Management Shares Held: 595K ($21.2M)
Q4 2024
Pca Investment Advisory Services Inc. Shares Held: 174K ($6.19M)
Q4 2024
D. Scott Neal, Inc. Shares Held: 29.7K ($1.05M)

Top Sells

Q4 2024
Foresight Capital Management Advisors, Inc. Shares Held: 124K ($4.41M)
Q4 2024
Cypress Wealth Services, LLC Shares Held: 14.4K ($510K)
Q4 2024
Traveka Wealth, LLC Shares Held: 149K ($5.31M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 34.6K ($1.23M)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 6.74K ($240K)

About HEFA

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