Institutional shares held 193 Million
0 calls
0 puts
Total value of holdings $7.92B
$0 calls
$0 puts
# of Institutions 772


Latest Institutional Activity in SPEM

Top Purchases

Q3 2024
Kfg Wealth Management, LLC Shares Held: 293K ($12M)
Q3 2024
Sharkey, Howes & Javer Shares Held: 168K ($6.88M)
Q3 2024
Impact Partnership Wealth, LLC Shares Held: 447K ($18.3M)
Q3 2024
Atlas Private Wealth Advisors Shares Held: 305K ($12.5M)
Q3 2024
Kwb Wealth Shares Held: 540K ($22.1M)

Top Sells

Q3 2024
Creative Planning Shares Held: 23M ($942M)
Q3 2024
Cwm, LLC Shares Held: 1.3M ($53.1M)
Q3 2024
Private Advisor Group, LLC Shares Held: 1.08M ($44.3M)
Q3 2024
Onyx Bridge Wealth Group LLC Shares Held: 33.3K ($1.36M)
Q3 2024
Econ Financial Services Corp Shares Held: 5.79K ($237K)

About SPEM

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