Institutional shares held 21 Million
0 calls
0 puts
Total value of holdings $1.99B
$0 calls
$0 puts
# of Institutions 194


Latest Institutional Activity in RWL

Top Purchases

Q2 2024
Investment Planning Advisors, Inc. Shares Held: 145K ($13.8M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 87.4K ($8.29M)
Q2 2024
Kozak & Associates, Inc. Shares Held: 461K ($43.7M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 75.4K ($7.15M)
Q2 2024
Global Retirement Partners, LLC Shares Held: 114K ($10.8M)

Top Sells

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 529K ($50.1M)
Q2 2024
Raymond James & Associates Shares Held: 59.4K ($5.64M)
Q2 2024
Rvw Wealth, LLC Shares Held: 54.1K ($5.13M)
Q2 2024
Amplius Wealth Advisors, LLC Shares Held: 33.1K ($3.14M)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 101K ($9.58M)

About RWL

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