Institutional shares held 932,607
0 calls
0 puts
Total value of holdings $29.6M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in UMAY

Top Purchases

Q1 2025
Outlook Wealth Advisors, LLC Shares Held: 6.05K ($192K)
Q1 2025
Central Valley Advisors, LLC Shares Held: 16.9K ($537K)
Q1 2025
Noble Wealth Management Pbc Shares Held: 1K ($31.7K)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 115K ($3.66M)
Q4 2024
Wood Tarver Financial Group, LLC Shares Held: 17.4K ($552K)

Top Sells

Q1 2025
Kfg Wealth Management, LLC Shares Held: 39.1K ($1.24M)
Q1 2025
Milestone Asset Management, LLC Shares Held: 14K ($445K)
Q1 2025
Dhjj Financial Advisors, Ltd. Shares Held: 315 ($9.99K)
Q4 2024
Spire Wealth Management Shares Held: 17.3K ($548K)
Q4 2024
Old Mission Capital LLC Shares Held: 13.6K ($431K)

About UMAY

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