Institutional shares held 20.8 Million
0 calls
0 puts
Total value of holdings $1.25B
$0 calls
$0 puts
# of Institutions 186


Latest Institutional Activity in LCTU

Top Purchases

Q1 2025
Sofi Wealth, LLC Shares Held: 33.5K ($2.02M)
Q1 2025
Merit Financial Group, LLC Shares Held: 20.8K ($1.25M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 53.1K ($3.2M)
Q1 2025
Mbe Wealth Management, LLC Shares Held: 8.9K ($536K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 21.7K ($1.31M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.11M ($67.2M)
Q1 2025
Cwm, LLC Shares Held: 300K ($18.1M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 4.86M ($293M)
Q1 2025
Cerity Partners LLC Shares Held: 37.2K ($2.24M)
Q1 2025
Horst & Graben Wealth Management LLC Shares Held: 75.3K ($4.54M)

About LCTU

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