Institutional shares held 10.1 Million
0 calls
0 puts
Total value of holdings $278M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in BWZ

Top Purchases

Q2 2025
Assetmark, Inc Shares Held: 3.01M ($83.1M)
Q2 2025
Congress Wealth Management LLC Shares Held: 1.09M ($30.2M)
Q2 2025
David R. Rahn & Associates Inc. Shares Held: 825K ($22.8M)
Q2 2025
Almanack Investment Partners, Llc. Shares Held: 459K ($12.7M)
Q2 2025
Laurel Wealth Planning LLC Shares Held: 411K ($11.4M)

Top Sells

Q2 2025
Checchi Capital Advisers, LLC Shares Held: 573K ($15.8M)
Q2 2025
Master'S Wealth Management Inc. Shares Held: 292K ($8.06M)
Q2 2025
Legacy Wealth Asset Management, LLC Shares Held: 26.7K ($738K)
Q1 2025
Mercer Global Advisors Inc Shares Held: 210K ($5.81M)
Q1 2025
Susquehanna International Group, LLP Shares Held: 20.5K ($567K)

About BWZ

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