Institutional shares held 593,330
0 calls
0 puts
Total value of holdings $29.2M
$0 calls
$0 puts
# of Institutions 37


Latest Institutional Activity in LDEM

Top Purchases

Q1 2025
Bank Of Montreal Shares Held: 91.4K ($4.51M)
Q1 2025
Retirement Capital Strategies Shares Held: 7.31K ($360K)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 21K ($1.04M)
Q1 2025
Values Added Financial LLC Shares Held: 13.3K ($653K)
Q1 2025
Royal Bank Of Canada Shares Held: 3.54K ($174K)

Top Sells

Q1 2025
Commonwealth Equity Services, LLC Shares Held: 43.3K ($2.13M)
Q1 2025
Old Mission Capital LLC Shares Held: 27.9K ($1.38M)
Q1 2025
Merit Financial Group, LLC Shares Held: 15.3K ($756K)
Q1 2025
Jpmorgan Chase & CO Shares Held: 20.1K ($992K)
Q1 2025
One Wealth Advisors, LLC Shares Held: 7.71K ($380K)

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