Institutional shares held 4.61 Million
0 calls
0 puts
Total value of holdings $210M
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in CEMB

Top Purchases

Q2 2025
Leo Wealth, LLC Shares Held: 206K ($9.37M)
Q2 2025
Gladwyn Financial Advisors, Inc. Shares Held: 63.6K ($2.9M)
Q2 2025
New Capital Management LP Shares Held: 45.6K ($2.08M)
Q2 2025
Act Wealth Management, LLC Shares Held: 479K ($21.8M)
Q2 2025
Wealth Advisory Team LLC Shares Held: 9.82K ($447K)

Top Sells

Q2 2025
David Kennon Inc Shares Held: 8.39K ($382K)
Q2 2025
Dorval Corp Shares Held: 261K ($11.9M)
Q2 2025
Bank Of Montreal Shares Held: 501 ($22.8K)
Q2 2025
American Financial & Tax Strategies Inc Shares Held: 14.9K ($679K)
Q2 2025
Phoenix Holdings Ltd. Shares Held: 28.6K ($1.3M)

About CEMB

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