Institutional shares held 32 Million
11.1K calls
200 puts
Total value of holdings $1.82B
$633K calls
$11K puts
# of Institutions 402


Latest Institutional Activity in USRT

Top Purchases

Q1 2025
Better Money Decisions, LLC Shares Held: 41.5K ($2.28M)
Q1 2025
Moody National Bank Trust Division Shares Held: 76K ($4.18M)
Q1 2025
Rialto Wealth Management, LLC Shares Held: 75.5K ($4.15M)
Q1 2025
J2 Capital Management Inc Shares Held: 11.9K ($652K)
Q1 2025
Mission Wealth Management, LP Shares Held: 517K ($28.4M)

Top Sells

Q1 2025
Ellenbecker Investment Group Shares Held: 42K ($2.31M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 494K ($27.2M)
Q1 2025
Presilium Private Wealth, LLC Shares Held: 34.8K ($1.91M)
Q1 2025
Rfg Advisory, LLC Shares Held: 6.72K ($369K)
Q1 2025
Rtd Financial Advisors, Inc. Shares Held: 3.58K ($197K)

About USRT

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