Institutional shares held 1.2 Million
0 calls
0 puts
Total value of holdings $59.3M
$0 calls
$0 puts
# of Institutions 37


Latest Institutional Activity in SPVU

Top Purchases

Q2 2024
Clear Creek Financial Management, LLC Shares Held: 172K ($8.45M)
Q2 2024
Atomi Financial Group, Inc. Shares Held: 4.88K ($240K)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 56.5K ($2.79M)
Q2 2024
Global Retirement Partners, LLC Shares Held: 5.67K ($280K)
Q2 2024
Professional Financial Advisors, LLC Shares Held: 7.88K ($388K)

Top Sells

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 8.24K ($406K)
Q2 2024
Coastal Investment Advisors, Inc. Shares Held: 968 ($47.7K)
Q1 2024
Capasso Planning Partners LLC Shares Held: 10K ($493K)
Q1 2024
Avidian Wealth Solutions, LLC Shares Held: 12.9K ($634K)
Q1 2024
Invesco Ltd. Shares Held: 109K ($5.39M)

About SPVU

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