Institutional shares held 5.03 Million
1.5K calls
2.2K puts
Total value of holdings $190M
$56K calls
$83K puts
# of Institutions 115


Latest Institutional Activity in WCLD

Top Purchases

Q4 2024
Stone Crest Wealth Management, Inc. Shares Held: 93.1K ($3.52M)
Q4 2024
Merit Financial Group, LLC Shares Held: 5.84K ($221K)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 10.2K ($384K)
Q4 2024
Legend Financial Advisors, Inc. Shares Held: 280 ($10.6K)
Q4 2024
First Community Trust Na Shares Held: 13.3K ($503K)

Top Sells

Q4 2024
Selective Wealth Management, Inc. Shares Held: 313K ($11.8M)
Q4 2024
Yarbrough Capital, LLC Shares Held: 165K ($6.25M)
Q4 2024
Psi Advisors, LLC Shares Held: 720 ($27.2K)
Q3 2024
Meitav Dash Investments LTD Shares Held: 27.2K ($1.03M)
Q3 2024
Morgan Stanley Shares Held: 206K ($7.8M)

About WCLD

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