Institutional shares held 419,267
0 calls
0 puts
Total value of holdings $16.3M
$0 calls
$0 puts
# of Institutions 24


Latest Institutional Activity in JULZ

Top Purchases

Q2 2025
True Mark Investments, LLC Shares Held: 57.6K ($2.24M)
Q2 2025
Family Wealth Group, LLC Shares Held: 5.39K ($210K)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 3.65K ($142K)
Q2 2025
Ubs Group Ag Shares Held: 819 ($31.9K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 18 ($700)

Top Sells

Q2 2025
Ae Wealth Management LLC Shares Held: 91.1K ($3.54M)
Q2 2025
Mid American Wealth Advisory Group, Inc. Shares Held: 105K ($4.07M)
Q2 2025
Smart Wealth LLC Shares Held: 5.85K ($228K)
Q2 2025
Fsr Wealth Management Ltd. Shares Held: 6.51K ($253K)
Q2 2025
Valtinson Bruner Financial Planning LLC Shares Held: 58.6K ($2.28M)

About JULZ

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