Institutional shares held 10.2 Million
0 calls
0 puts
Total value of holdings $640M
$0 calls
$0 puts
# of Institutions 142


Latest Institutional Activity in SPGM

Top Purchases

Q1 2025
Investment Planning Advisors, Inc. Shares Held: 97.4K ($6.1M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 101K ($6.3M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 1.38M ($86.2M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 337K ($21.1M)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 54.6K ($3.42M)

Top Sells

Q1 2025
Lvw Advisors, LLC Shares Held: 18.3K ($1.15M)
Q1 2025
Unique Wealth, LLC Shares Held: 91.6K ($5.74M)
Q1 2025
Gamma Investing LLC Shares Held: 97 ($6.08K)
Q1 2025
Cwm, LLC Shares Held: 42.5K ($2.67M)
Q1 2025
Cx Institutional Shares Held: 16.1K ($1.01M)

About SPGM

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