Institutional shares held 14.4 Million
0 calls
0 puts
Total value of holdings $894M
$0 calls
$0 puts
# of Institutions 152


Latest Institutional Activity in SMLF

Top Purchases

Q2 2024
Valmark Advisers, Inc. Shares Held: 362K ($22.4M)
Q2 2024
Searcy Financial Services Inc Shares Held: 348K ($21.6M)
Q2 2024
Fox Financial, Inc Shares Held: 165K ($10.2M)
Q2 2024
Lpl Financial LLC Shares Held: 329K ($20.4M)
Q2 2024
Landmark Wealth Management, Inc. Shares Held: 137K ($8.52M)

Top Sells

Q2 2024
Cwm, LLC Shares Held: 28.6K ($1.77M)
Q2 2024
Integrated Wealth Concepts LLC Shares Held: 217K ($13.5M)
Q2 2024
Strategic Financial Services, Inc, Shares Held: 3.78M ($234M)
Q2 2024
Kingsview Wealth Management, LLC Shares Held: 16.1K ($1M)
Q2 2024
Mercer Global Advisors Inc Shares Held: 292K ($18.1M)

About SMLF

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