Institutional shares held 10.5 Million
120K calls
156K puts
Total value of holdings $737M
$8.46M calls
$11M puts
# of Institutions 153


Latest Institutional Activity in ZROZ

Top Purchases

Q1 2025
Gen Wealth Group, Inc. Shares Held: 293K ($20.6M)
Q1 2025
Consilio Wealth Advisors, LLC Shares Held: 65.3K ($4.6M)
Q1 2025
Gamma Investing LLC Shares Held: 358 ($25.2K)
Q4 2024
Adviser Investments LLC Shares Held: 781K ($55M)
Q4 2024
Benjamin Edwards Inc Shares Held: 505K ($35.6M)

Top Sells

Q1 2025
Confluence Investment Management LLC Shares Held: 125K ($8.82M)
Q1 2025
Lloyd Advisory Services, Llc. Shares Held: 3.75K ($264K)
Q1 2025
Mid American Wealth Advisory Group, Inc. Shares Held: 47.5K ($3.35M)
Q1 2025
Merit Financial Group, LLC Shares Held: 3.2K ($225K)
Q1 2025
Legacy Private Trust Co. Shares Held: 58.9K ($4.15M)

About ZROZ

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