Institutional shares held 604,484
0 calls
0 puts
Total value of holdings $35.9M
$0 calls
$0 puts
# of Institutions 35


Latest Institutional Activity in LDEM

Top Purchases

Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 22.4K ($1.33M)
Q3 2025
Mather Group, Llc. Shares Held: 947 ($56.2K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 776 ($46K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 70.3K ($4.17M)
Q2 2025
Old Mission Capital LLC Shares Held: 55.9K ($3.32M)

Top Sells

Q3 2025
Merit Financial Group, LLC Shares Held: 11.8K ($701K)
Q2 2025
Bank Of Montreal Shares Held: 49.6K ($2.94M)
Q2 2025
Royal Bank Of Canada Shares Held: 1.63K ($96.5K)
Q2 2025
Ariadne Wealth Management, LP Shares Held: 4.84K ($287K)
Q2 2025
Glass Jacobson Investment Advisors LLC Shares Held: 100 ($5.93K)

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