Institutional shares held 12.7 Million
0 calls
0 puts
Total value of holdings $634M
$0 calls
$0 puts
# of Institutions 181


Latest Institutional Activity in SMMU

Top Purchases

Q1 2025
Dynasty Wealth Management, LLC Shares Held: 433K ($21.7M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 400K ($20M)
Q1 2025
Cetera Investment Advisers Shares Held: 766K ($38.3M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 238K ($11.9M)
Q1 2025
Quotient Wealth Partners, LLC Shares Held: 131K ($6.54M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 3.94K ($197K)
Q1 2025
Bank Of America Corp Shares Held: 1.07M ($53.5M)
Q1 2025
Cerity Partners LLC Shares Held: 251K ($12.5M)
Q1 2025
Carson Allaria Wealth Management, Ltd. Shares Held: 83.9K ($4.19M)
Q1 2025
Raymond James Financial Inc Shares Held: 171K ($8.53M)

About SMMU

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