Institutional shares held 4.49 Million
0 calls
0 puts
Total value of holdings $173M
$0 calls
$0 puts
# of Institutions 74


Latest Institutional Activity in WIP

Top Purchases

Q2 2024
Family Firm, Inc. Shares Held: 317K ($12.2M)
Q2 2024
Upper Left Wealth Management, LLC Shares Held: 115K ($4.42M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 35.6K ($1.37M)
Q2 2024
Aspect Partners, LLC Shares Held: 24.7K ($952K)
Q2 2024
Rfg Advisory, LLC Shares Held: 7.7K ($297K)

Top Sells

Q2 2024
Calton & Associates, Inc. Shares Held: 9.5K ($366K)
Q2 2024
One Ascent Financial Services LLC Shares Held: 71.7K ($2.77M)
Q2 2024
Global Retirement Partners, LLC Shares Held: 3.17K ($122K)
Q2 2024
Red Lighthouse Investment Management, LLC Shares Held: 6.58K ($254K)
Q2 2024
Summit Global Investments Shares Held: 6.79K ($262K)

About WIP

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