Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $665M
$0 calls
$0 puts
# of Institutions 171


Latest Institutional Activity in PWV

Top Purchases

Q1 2025
Atlas Private Wealth Advisors Shares Held: 457K ($26.1M)
Q1 2025
Good Life Advisors, LLC Shares Held: 77.4K ($4.43M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 290K ($16.6M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 4.84K ($277K)
Q1 2025
Mason & Associates Inc Shares Held: 3.46K ($198K)

Top Sells

Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 110K ($6.3M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 58.2K ($3.32M)
Q1 2025
Jnba Financial Advisors Shares Held: 21.3K ($1.22M)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 6.05K ($346K)
Q1 2025
Parker Financial LLC Shares Held: 7.67K ($438K)

About PWV

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