Institutional shares held 14.1 Million
0 calls
0 puts
Total value of holdings $369M
$0 calls
$0 puts
# of Institutions 122


Latest Institutional Activity in EELV

Top Purchases

Q2 2025
Fermata Advisors, LLC Shares Held: 65.8K ($1.72M)
Q2 2025
Omni 360 Wealth, Inc. Shares Held: 11.2K ($294K)
Q1 2025
Brio Consultants, LLC Shares Held: 192K ($5.04M)
Q1 2025
Cetera Investment Advisers Shares Held: 115K ($3.02M)
Q1 2025
Revisor Wealth Management LLC Shares Held: 62.9K ($1.65M)

Top Sells

Q2 2025
Lpwm LLC Shares Held: 173K ($4.54M)
Q2 2025
Choice Wealth Advisors, LLC Shares Held: 483K ($12.6M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 22.2K ($581K)
Q2 2025
Burkett Financial Services, LLC Shares Held: 9.35K ($245K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 534 ($14K)

About EELV

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