Institutional shares held 11.9 Million
0 calls
0 puts
Total value of holdings $485M
$0 calls
$0 puts
# of Institutions 119


Latest Institutional Activity in ULST

Top Purchases

Q3 2024
Paladin Wealth, LLC Shares Held: 37.3K ($1.51M)
Q3 2024
Private Advisor Group, LLC Shares Held: 38.9K ($1.58M)
Q3 2024
David Kennon Inc Shares Held: 197K ($8.01M)
Q3 2024
Elmwood Wealth Management, Inc. Shares Held: 42.6K ($1.73M)
Q3 2024
Capstone Wealth Management Group, LLC Shares Held: 10.5K ($426K)

Top Sells

Q3 2024
Cwm, LLC Shares Held: 1.62M ($65.6M)
Q3 2024
Wt Wealth Management Shares Held: 120K ($4.88M)
Q3 2024
Raymond James & Associates Shares Held: 516K ($21M)
Q3 2024
Gradient Investments LLC Shares Held: 1.71M ($69.3M)
Q3 2024
Orba Wealth Advisors, L.L.C. Shares Held: 232K ($9.43M)

About ULST

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