Institutional shares held 5.85 Million
0 calls
0 puts
Total value of holdings $238M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in QVAL

Top Purchases

Q1 2025
Strid Group, LLC Shares Held: 1.42M ($57.9M)
Q1 2025
Cwm, LLC Shares Held: 224K ($9.15M)
Q1 2025
Xy Planning Network, Inc. Shares Held: 12.7K ($519K)
Q1 2025
Stratos Wealth Advisors, LLC Shares Held: 60.7K ($2.47M)
Q1 2025
Vestment Financial LLC Shares Held: 61.5K ($2.51M)

Top Sells

Q1 2025
One Plus One Wealth Management, LLC Shares Held: 133K ($5.4M)
Q1 2025
Breakwater Capital Group Shares Held: 17.7K ($723K)
Q1 2025
Well Done, LLC Shares Held: 136K ($5.54M)
Q1 2025
Kathmere Capital Management, LLC Shares Held: 143K ($5.85M)
Q1 2025
Aspect Partners, LLC Shares Held: 8.08K ($329K)

About QVAL

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