Institutional shares held 42.4 Million
0 calls
0 puts
Total value of holdings $4.66B
$0 calls
$0 puts
# of Institutions 294


Latest Institutional Activity in RWL

Top Purchases

Q3 2025
Vantagepoint Investment Advisers LLC Shares Held: 2.27M ($249M)
Q3 2025
Investment Planning Advisors, Inc. Shares Held: 162K ($17.8M)
Q3 2025
Sonoma Allocations LLC Shares Held: 93.7K ($10.3M)
Q3 2025
Asset Allocation Strategies LLC Shares Held: 139K ($15.2M)
Q3 2025
Brookstone Capital Management Shares Held: 132K ($14.5M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 764K ($83.8M)
Q3 2025
Rfg Bristol Wealth Advisors, LLC Shares Held: 24.2K ($2.66M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 19.9K ($2.19M)
Q3 2025
Amplius Wealth Advisors, LLC Shares Held: 12.8K ($1.41M)
Q3 2025
Financial Partners Group, Inc Shares Held: 3.44K ($377K)

About RWL

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