Institutional shares held 4.28 Million
0 calls
0 puts
Total value of holdings $186M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in IMTB

Top Purchases

Q1 2025
Octavia Wealth Advisors, LLC Shares Held: 485K ($21.1M)
Q1 2025
Charis Legacy Partners, LLC Shares Held: 7.1K ($309K)
Q1 2025
Nbc Securities, Inc. Shares Held: 900 ($39.1K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 13.9K ($603K)
Q1 2025
Rice Partnership, LLC Shares Held: 8.61K ($374K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 473K ($20.5M)
Q1 2025
Phillips Financial Management, LLC Shares Held: 41.1K ($1.78M)
Q1 2025
5 T Wealth, LLC Shares Held: 7.14K ($310K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 161 ($7K)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 15.2K ($660K)

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