Institutional shares held 12.5 Million
0 calls
0 puts
Total value of holdings $811M
$0 calls
$0 puts
# of Institutions 182


Latest Institutional Activity in PWV

Top Purchases

Q3 2025
Rda Financial Network Shares Held: 6.6K ($422K)
Q3 2025
Willner & Heller, LLC Shares Held: 22.6K ($1.44M)
Q3 2025
Harbor Asset Planning, Inc. Shares Held: 2.59K ($165K)
Q3 2025
Institute For Wealth Management, Llc. Shares Held: 14.3K ($914K)
Q2 2025
Lpl Financial LLC Shares Held: 1.37M ($87.6M)

Top Sells

Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 108K ($6.92M)
Q3 2025
Beacon Capital Management, Inc. Shares Held: 578 ($36.9K)
Q3 2025
Cwm, LLC Shares Held: 2.14K ($137K)
Q2 2025
Maia Wealth LLC Shares Held: 3.66K ($234K)
Q2 2025
Arkadios Wealth Advisors Shares Held: 100K ($6.4M)

About PWV

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