Institutional shares held 5.84 Million
0 calls
0 puts
Total value of holdings $248M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in SMMV

Top Purchases

Q2 2025
Regatta Capital Group, LLC Shares Held: 12.1K ($511K)
Q2 2025
Nova Wealth Management, Inc. Shares Held: 7.95K ($336K)
Q2 2025
Armbruster Capital Management, Inc. Shares Held: 47.4K ($2M)
Q2 2025
Wealth Management Resources, Inc. Shares Held: 289K ($12.2M)
Q2 2025
Professional Financial Advisors, LLC Shares Held: 4.85K ($205K)

Top Sells

Q2 2025
Joel Adams & Associates, Inc. Shares Held: 5.38K ($227K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 3.17K ($134K)
Q2 2025
Stephens Consulting, LLC Shares Held: 21 ($886)
Q2 2025
Apollon Wealth Management, LLC Shares Held: 25.5K ($1.07M)
Q2 2025
High Net Worth Advisory Group LLC Shares Held: 10.8K ($457K)

About SMMV

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