Institutional shares held 4.89 Million
0 calls
0 puts
Total value of holdings $284M
$0 calls
$0 puts
# of Institutions 113


Latest Institutional Activity in EFIV

Top Purchases

Q4 2024
Tompkins Financial Corp Shares Held: 7.14K ($415K)
Q4 2024
Hbw Advisory Services LLC Shares Held: 5.24K ($305K)
Q4 2024
Sheets Smith Wealth Management Shares Held: 46.5K ($2.7M)
Q4 2024
Horizon Wealth Management, LLC Shares Held: 3.67K ($213K)
Q4 2024
Flagship Harbor Advisors, LLC Shares Held: 3.66K ($213K)

Top Sells

Q4 2024
Armbruster Capital Management, Inc. Shares Held: 30.7K ($1.79M)
Q4 2024
Marshall Financial Group LLC Shares Held: 6.07K ($353K)
Q3 2024
Financial Services Advisory Inc Shares Held: 33.3K ($1.93M)
Q3 2024
Retirement Capital Strategies Shares Held: 685K ($39.8M)
Q3 2024
Laurel Wealth Planning LLC Shares Held: 215K ($12.5M)

About EFIV

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