Institutional shares held 20.1 Million
0 calls
0 puts
Total value of holdings $1.31B
$0 calls
$0 puts
# of Institutions 205


Latest Institutional Activity in SMLF

Top Purchases

Q1 2025
Ameriprise Financial Inc Shares Held: 1.15M ($74.7M)
Q1 2025
Foundations Investment Advisors, LLC Shares Held: 256K ($16.7M)
Q1 2025
Wells Fargo & Company Shares Held: 1.88M ($122M)
Q1 2025
First International Bank & Trust Shares Held: 192K ($12.5M)
Q1 2025
Integrity Alliance, Llc. Shares Held: 331K ($21.5M)

Top Sells

Q1 2025
Aurora Private Wealth, Inc. Shares Held: 4.49K ($292K)
Q1 2025
Geo Wealth Management, LLC Shares Held: 75.7K ($4.93M)
Q1 2025
Landmark Wealth Management, Inc. Shares Held: 26.2K ($1.71M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 208K ($13.5M)
Q1 2025
Integrated Wealth Concepts LLC Shares Held: 153K ($9.94M)

About SMLF

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