Institutional shares held 53.6 Million
0 calls
0 puts
Total value of holdings $2.18B
$0 calls
$0 puts
# of Institutions 150


Latest Institutional Activity in PVAL

Top Purchases

Q2 2025
Baker Tilly Wealth Management, LLC Shares Held: 334K ($13.6M)
Q2 2025
Ballew Advisors, Inc Shares Held: 39K ($1.58M)
Q2 2025
Sea Crest Wealth Management, LLC Shares Held: 90.9K ($3.69M)
Q2 2025
Redhawk Wealth Advisors, Inc. Shares Held: 280K ($11.4M)
Q2 2025
Silver Oak Securities, Inc Shares Held: 36K ($1.46M)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1M ($40.7M)
Q2 2025
Sovran Advisors, LLC Shares Held: 107K ($4.33M)
Q2 2025
Brand Asset Management Group, Inc. Shares Held: 5.67K ($230K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 5.09K ($207K)
Q2 2025
Wealth Care Investment Partners, LLC Shares Held: 38.9K ($1.58M)

About PVAL

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