Institutional shares held 4.06 Million
0 calls
0 puts
Total value of holdings $209M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in IPKW

Top Purchases

Q3 2025
Park Edge Advisors, LLC Shares Held: 218K ($11.4M)
Q3 2025
Synergy Asset Management, LLC Shares Held: 99.6K ($5.2M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 44.3K ($2.31M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 71.7K ($3.74M)
Q3 2025
Pfg Investments, LLC Shares Held: 14.7K ($769K)

Top Sells

Q3 2025
Global Retirement Partners, LLC Shares Held: 282 ($14.7K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 147K ($7.69M)
Q3 2025
Daner Wealth Management, LLC Shares Held: 11.9K ($622K)
Q3 2025
Qtr Family Wealth, LLC Shares Held: 5.63K ($294K)
Q2 2025
Ameriprise Financial Inc Shares Held: 28.9K ($1.51M)

About IPKW

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