Institutional shares held 28.5 Million
0 calls
0 puts
Total value of holdings $2.71B
$0 calls
$0 puts
# of Institutions 252


Latest Institutional Activity in RWL

Top Purchases

Q1 2025
Stewardship Advisors, LLC Shares Held: 216K ($20.5M)
Q1 2025
Kozak & Associates, Inc. Shares Held: 570K ($54.2M)
Q1 2025
Merit Financial Group, LLC Shares Held: 181K ($17.2M)
Q1 2025
Holistic Planning, LLC Shares Held: 12.6K ($1.2M)
Q1 2025
Consolidated Portfolio Review Corp Shares Held: 42.2K ($4.01M)

Top Sells

Q1 2025
Investment Planning Advisors, Inc. Shares Held: 21.6K ($2.06M)
Q1 2025
Kraft, Davis & Associates, LLC Shares Held: 94.2K ($8.96M)
Q1 2025
Aspire Capital Advisors LLC Shares Held: 119K ($11.3M)
Q1 2025
Gamma Investing LLC Shares Held: 231 ($22K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 16.4K ($1.56M)

About RWL

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