Institutional shares held 4.82 Million
0 calls
0 puts
Total value of holdings $172M
$0 calls
$0 puts
# of Institutions 87


Latest Institutional Activity in UAUG

Top Purchases

Q4 2024
Brookstone Capital Management Shares Held: 1.43M ($51.6M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 5.68K ($204K)
Q3 2024
Kestra Advisory Services, LLC Shares Held: 347K ($12.5M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 174K ($6.25M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 170K ($6.1M)

Top Sells

Q4 2024
Heritage Wealth Partners, LLC Shares Held: 22.2K ($800K)
Q4 2024
Act Advisors, Llc. Shares Held: 15.2K ($545K)
Q4 2024
Pallas Capital Advisors LLC Shares Held: 112K ($4.01M)
Q4 2024
Accurate Wealth Management, LLC Shares Held: 11.6K ($417K)
Q4 2024
Advance Capital Management, Inc. Shares Held: 20.4K ($733K)

About UAUG

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