Institutional shares held 413,104
0 calls
0 puts
Total value of holdings $16.1M
$0 calls
$0 puts
# of Institutions 19


Latest Institutional Activity in JULZ

Top Purchases

Q3 2024
Mid American Wealth Advisory Group, Inc. Shares Held: 113K ($4.39M)
Q2 2024
Lloyd Advisory Services, Llc. Shares Held: 39.5K ($1.54M)
Q2 2024
Wolverine Trading, LLC Shares Held: 7.36K ($286K)
Q2 2024
Elevated Capital Advisors, LLC Shares Held: 6.07K ($236K)
Q2 2024
Ae Wealth Management LLC Shares Held: 108K ($4.21M)

Top Sells

Q2 2024
Advisor Group Holdings, Inc. Shares Held: 12.9K ($500K)
Q2 2024
Great Lakes Retirement, Inc. Shares Held: 8.45K ($329K)
Q2 2024
Valtinson Bruner Financial Planning LLC Shares Held: 60.3K ($2.35M)
Q2 2024
Summit Wealth Partners, LLC Shares Held: 19.9K ($775K)
Q2 2024
Pineridge Advisors LLC Shares Held: 159 ($6.18K)

About JULZ

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