Institutional shares held 14.5 Million
0 calls
0 puts
Total value of holdings $680M
$0 calls
$0 puts
# of Institutions 156


Latest Institutional Activity in EMGF

Top Purchases

Q1 2025
Unique Wealth, LLC Shares Held: 48.8K ($2.28M)
Q1 2025
Bourgeon Capital Management LLC Shares Held: 10.7K ($500K)
Q4 2024
Jpmorgan Chase & CO Shares Held: 1.32M ($61.8M)
Q4 2024
Dynasty Wealth Management, LLC Shares Held: 427K ($20M)
Q4 2024
Sagespring Wealth Partners, LLC Shares Held: 402K ($18.8M)

Top Sells

Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 117K ($5.47M)
Q1 2025
Merit Financial Group, LLC Shares Held: 11K ($517K)
Q1 2025
First Citizens Financial Corp Shares Held: 16.1K ($753K)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 14.6K ($685K)
Q1 2025
Ridgeline Wealth, LLC Shares Held: 8.98K ($420K)

About EMGF

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