Institutional shares held 4.23 Million
0 calls
0 puts
Total value of holdings $130M
$0 calls
$0 puts
# of Institutions 72


Latest Institutional Activity in PUTW

Top Purchases

Q2 2025
Compass Financial Services Inc Shares Held: 123K ($3.8M)
Q2 2025
Trust Point Inc. Shares Held: 361K ($11.1M)
Q2 2025
Cetera Investment Advisers Shares Held: 181K ($5.57M)
Q2 2025
Lpl Financial LLC Shares Held: 181K ($5.56M)
Q2 2025
Granite Bay Wealth Management, LLC Shares Held: 194K ($5.97M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 36.6K ($1.13M)
Q2 2025
Cary Street Partners Financial LLC Shares Held: 1.01M ($31.2M)
Q2 2025
Wcg Wealth Advisors LLC Shares Held: 25.6K ($789K)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 29.2K ($900K)
Q2 2025
Hb Wealth Management, LLC Shares Held: 7.13K ($220K)

About PUTW

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