Institutional shares held 199 Million
10.6K calls
27K puts
Total value of holdings $17.9B
$952K calls
$2.43M puts
# of Institutions 1,291


Latest Institutional Activity in USMV

Top Purchases

Q4 2024
Park Avenue Securities LLC Shares Held: 238K ($21.4M)
Q4 2024
Fragasso Group Inc. Shares Held: 460K ($41.3M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 3.23M ($290M)
Q4 2024
International Assets Investment Management, LLC Shares Held: 16.5K ($1.49M)
Q4 2024
Genesis Private Wealth, LLC Shares Held: 8.82K ($793K)

Top Sells

Q4 2024
Financial Enhancement Group LLC Shares Held: 35.6K ($3.2M)
Q4 2024
Astoria Portfolio Advisors Llc. Shares Held: 3.74K ($336K)
Q4 2024
Apella Capital, LLC Shares Held: 265K ($23.8M)
Q4 2024
Ars Wealth Advisors Group, LLC Shares Held: 478K ($42.9M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 63.1K ($5.67M)

About USMV

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