Institutional shares held 962,919
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
# of Institutions 10


Latest Institutional Activity in SDEI

Top Purchases

Q3 2024
Orion Portfolio Solutions, LLC Shares Held: 19.8K ($0)
Q3 2024
Sound Income Strategies, LLC Shares Held: 887K ($0)
Q3 2024
Farther Finance Advisors, LLC Shares Held: 6.51K ($0)
Q3 2024
Atria Investments LLC Shares Held: 27.1K ($0)
Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

Top Sells

Q3 2024
Fiduciary Planning LLC Shares Held: 22.3K ($0)
Q3 2024
Ubs Group Ag Shares Held: 47 ($0)
Q3 2023
Lineweaver Wealth Advisors, LLC Shares Held: 24.6K ($0)
Q1 2022
Ae Wealth Management LLC Shares Held: 0 ($0)
Q1 2022
Global Wealth Management Investment Advisory, Inc. Shares Held: 0 ($0)

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