Institutional shares held 920,161
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
# of Institutions 7


Latest Institutional Activity in SDEI

Top Purchases

Q2 2024
Sound Income Strategies, LLC Shares Held: 875K ($0)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2024
Fiduciary Planning LLC Shares Held: 34.2K ($0)
Q1 2024
Old Mission Capital LLC Shares Held: 10.4K ($0)
Q1 2024
Bogart Wealth, LLC Shares Held: 262 ($0)

Top Sells

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)
Q1 2022
Ellevest, Inc. Shares Held: 0 ($0)

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