Institutional shares held 1.02 Million
0 calls
0 puts
Total value of holdings $33.9M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in UMAY

Top Purchases

Q3 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 102K ($3.4M)
Q3 2024
Spire Wealth Management Shares Held: 29.1K ($967K)
Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q2 2024
Envestnet Asset Management Inc Shares Held: 115K ($3.82M)
Q2 2024
Camarda Financial Advisors, LLC Shares Held: 28.2K ($935K)

Top Sells

Q3 2024
Brookstone Capital Management Shares Held: 33.9K ($1.13M)
Q3 2024
Retirement Guys Formula LLC Shares Held: 7.33K ($244K)
Q3 2024
Castle Rock Wealth Management, LLC Shares Held: 58.7K ($1.95M)
Q3 2024
Stratos Wealth Advisors, LLC Shares Held: 10.1K ($334K)
Q3 2024
Kfg Wealth Management, LLC Shares Held: 44.4K ($1.47M)

About UMAY

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