Institutional shares held 2.45 Million
0 calls
0 puts
Total value of holdings $359M
$0 calls
$0 puts
# of Institutions 152

Latest Institutional Activity in VTWV

Top Purchases

Q2 2024
Institute For Wealth Management, Llc. Shares Held: 21.5K ($3.14M)
Q2 2024
Advisor Net Financial, Inc Shares Held: 16.9K ($2.47M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 4.54K ($664K)
Q2 2024
Org Partners LLC Shares Held: 1.11K ($163K)
Q2 2024
Phoenix Wealth Advisors Shares Held: 17K ($2.48M)

Top Sells

Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 4.56K ($667K)
Q2 2024
Fifth Third Securities, Inc. Shares Held: 10.8K ($1.58M)
Q2 2024
Mc Lean Asset Management Corp Shares Held: 4.45K ($651K)
Q2 2024
Ivc Wealth Advisors LLC Shares Held: 8.31K ($1.22M)
Q2 2024
Rodgers & Associates, LTD Shares Held: 17.6K ($2.57M)

About VTWV

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