Institutional shares held 29.7 Million
0 calls
0 puts
Total value of holdings $1.5B
$0 calls
$0 puts
# of Institutions 260


Latest Institutional Activity in SLQD

Top Purchases

Q2 2025
Voisard Asset Management Group, Inc. Shares Held: 740K ($37.3M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 65.5K ($3.3M)
Q2 2025
Parallel Advisors, LLC Shares Held: 4.64K ($234K)
Q2 2025
Catalytic Wealth Ria, LLC Shares Held: 17.6K ($886K)
Q2 2025
Advisor Net Financial, Inc Shares Held: 4.69K ($236K)

Top Sells

Q2 2025
Farmers & Merchants Investments Inc Shares Held: 1.01M ($50.8M)
Q2 2025
Montis Financial, LLC Shares Held: 29.2K ($1.47M)
Q2 2025
Kelly Financial Group LLC Shares Held: 16.3K ($821K)
Q2 2025
Charter Oak Capital Management, LLC Shares Held: 82.4K ($4.15M)
Q2 2025
Lvz, Inc. Shares Held: 5.06K ($255K)

About SLQD

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