Institutional shares held 12.4 Million
0 calls
0 puts
Total value of holdings $798M
$0 calls
$0 puts
# of Institutions 183


Latest Institutional Activity in PWV

Top Purchases

Q3 2025
Fundamentun, LLC Shares Held: 156K ($10M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 508K ($32.8M)
Q3 2025
Pnc Financial Services Group, Inc. Shares Held: 564K ($36.4M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 50.9K ($3.28M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 202K ($13M)

Top Sells

Q3 2025
Atlas Private Wealth Advisors Shares Held: 220K ($14.2M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.32K ($472K)
Q3 2025
Philip James Wealth Mangement, LLC Shares Held: 18.2K ($1.18M)
Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 108K ($6.98M)
Q3 2025
Jnba Financial Advisors Shares Held: 19.4K ($1.25M)

About PWV

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