Institutional shares held 16.5 Million
0 calls
0 puts
Total value of holdings $630M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in PVAL

Top Purchases

Q3 2024
Cwm, LLC Shares Held: 1.61M ($61.5M)
Q3 2024
Sowa Financial Group, Inc. Shares Held: 326K ($12.5M)
Q3 2024
Amplius Wealth Advisors, LLC Shares Held: 1.57M ($60M)
Q3 2024
Stone Crest Wealth Management, Inc. Shares Held: 164K ($6.29M)
Q3 2024
Harbor Group, Inc. Shares Held: 189K ($7.23M)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 803K ($30.7M)
Q3 2024
Provident Wealth Management, LLC Shares Held: 113K ($4.34M)
Q3 2024
Wealth Care Investment Partners, LLC Shares Held: 42.8K ($1.64M)
Q2 2024
Old Mission Capital LLC Shares Held: 21.8K ($834K)
Q2 2024
Avantax Planning Partners, Inc. Shares Held: 19.5K ($748K)

About PVAL

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