Institutional shares held 3.56 Million
0 calls
0 puts
Total value of holdings $81.5M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in YSEP

Top Purchases

Q1 2025
Silver Oak Securities, Inc Shares Held: 946K ($21.6M)
Q1 2025
Luken Investment Analytics, LLC Shares Held: 336K ($7.69M)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 193K ($4.41M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 26.7K ($611K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 75.7K ($1.73M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.2K ($233K)
Q1 2025
Chris Bulman Inc Shares Held: 94.1K ($2.15M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 10.5K ($241K)
Q1 2025
Five Pine Wealth Management Shares Held: 15.1K ($344K)
Q1 2025
Creative Financial Designs Inc Shares Held: 1.38K ($31.6K)

About YSEP

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