Institutional shares held 577,614
0 calls
0 puts
Total value of holdings $22.5M
$0 calls
$0 puts
# of Institutions 28


Latest Institutional Activity in JULZ

Top Purchases

Q3 2024
Mid American Wealth Advisory Group, Inc. Shares Held: 113K ($4.39M)
Q3 2024
Ae Wealth Management LLC Shares Held: 195K ($7.59M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 25.2K ($982K)
Q3 2024
Howard Bailey Securities, LLC Shares Held: 11K ($427K)
Q3 2024
Wolverine Trading, LLC Shares Held: 18K ($700K)

Top Sells

Q3 2024
Advisor Group Holdings, Inc. Shares Held: 10.9K ($422K)
Q3 2024
Summit Wealth Partners, LLC Shares Held: 18.7K ($728K)
Q3 2024
Valtinson Bruner Financial Planning LLC Shares Held: 60.1K ($2.34M)
Q3 2024
Great Lakes Retirement, Inc. Shares Held: 8.28K ($322K)
Q3 2024
Dhjj Financial Advisors, Ltd. Shares Held: 25 ($972)

About JULZ

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