Institutional shares held 1.54 Million
0 calls
0 puts
Total value of holdings $34.4M
$0 calls
$0 puts
# of Institutions 39


Latest Institutional Activity in YSEP

Top Purchases

Q4 2024
Clear Creek Financial Management, LLC Shares Held: 133K ($2.96M)
Q4 2024
Five Pine Wealth Management Shares Held: 17.8K ($398K)
Q4 2024
Silver Oak Securities, Inc Shares Held: 56.9K ($1.27M)
Q4 2024
Soa Wealth Advisors, Llc. Shares Held: 6.05K ($135K)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 10.9K ($243K)

Top Sells

Q4 2024
Brookstone Capital Management Shares Held: 112K ($2.51M)
Q4 2024
Alpha Mark Advisors, LLC Shares Held: 13.4K ($299K)
Q3 2024
Chris Bulman Inc Shares Held: 111K ($2.48M)
Q3 2024
Citadel Advisors LLC Shares Held: 14.2K ($317K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 179K ($4M)

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