Institutional shares held 28 Million
3.3K calls
11.5K puts
Total value of holdings $1.44B
$169K calls
$591K puts
# of Institutions 350


Latest Institutional Activity in USRT

Top Purchases

Q1 2024
Legacy Financial Group LLC Shares Held: 254K ($13M)
Q1 2024
Heritage Financial Services, LLC Shares Held: 664K ($34.2M)
Q1 2024
Glenmede Trust CO Na Shares Held: 283K ($14.6M)
Q1 2024
Sumitomo Life Insurance CO Shares Held: 225K ($11.6M)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 289K ($14.8M)

Top Sells

Q1 2024
Fiducient Advisors LLC Shares Held: 178K ($9.16M)
Q1 2024
Bank Of America Corp Shares Held: 124K ($6.38M)
Q1 2024
Advisory Alpha, LLC Shares Held: 39.4K ($2.02M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 285K ($14.7M)
Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 518K ($26.6M)

About USRT

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