Institutional shares held 802,833
0 calls
0 puts
Total value of holdings $102M
$0 calls
$0 puts
# of Institutions 91


Latest Institutional Activity in SMLV

Top Purchases

Q2 2025
Fragasso Group Inc. Shares Held: 2.91K ($371K)
Q2 2025
Park Avenue Securities LLC Shares Held: 9.8K ($1.25M)
Q2 2025
Johnson & White Wealth Management, LLC Shares Held: 13.4K ($1.7M)
Q2 2025
Swisher Financial Concepts, Inc. Shares Held: 2.54K ($324K)
Q2 2025
Mc Adam, LLC Shares Held: 2.99K ($381K)

Top Sells

Q2 2025
Hf Advisory Group, LLC Shares Held: 7.29K ($929K)
Q2 2025
High Net Worth Advisory Group LLC Shares Held: 1.87K ($238K)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 23K ($2.93M)
Q1 2025
Equitable Holdings, Inc. Shares Held: 3.99K ($508K)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 67 ($8.54K)

About SMLV

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