Institutional shares held 11.5 Million
0 calls
0 puts
Total value of holdings $863M
$0 calls
$0 puts
# of Institutions 130


Latest Institutional Activity in QEFA

Top Purchases

Q1 2025
Kwb Wealth Shares Held: 161K ($12M)
Q1 2025
Warren Street Wealth Advisors, LLC Shares Held: 31.4K ($2.35M)
Q1 2025
Nbc Securities, Inc. Shares Held: 941 ($70.4K)
Q4 2024
Ameriprise Financial Inc Shares Held: 2.25M ($168M)
Q4 2024
Independent Advisor Alliance Shares Held: 122K ($9.16M)

Top Sells

Q1 2025
Hobart Private Capital, LLC Shares Held: 125K ($9.35M)
Q1 2025
First Hawaiian Bank Shares Held: 163K ($12.2M)
Q1 2025
Johnson & White Wealth Management, LLC Shares Held: 45.9K ($3.43M)
Q4 2024
Intelligence Driven Advisers, LLC Shares Held: 674K ($50.4M)
Q4 2024
Adapt Wealth Advisors, LLC Shares Held: 43.9K ($3.29M)

About QEFA

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